Phillips Financial Management »

JPMorgan Chase & Co. shares owned by Phillips Financial Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2012-09-30 $739k 18k 40.94
2012-06-30 $632k 19k 33.89
2012-03-31 $762k 17k 45.69
2011-09-30 $521k 17k 30.10
2011-06-30 $693k 17k 40.37
2011-03-31 $796k 17k 46.07