JPMorgan Chase & Co. shares owned by Phocas Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 851 | 315.43 |
| 2025-06-30 | $247k | 851 | 289.91 |
| 2025-03-31 | $209k | 851 | 245.30 |
| 2023-09-30 | $586k | 4.0k | 145.02 |
| 2023-06-30 | $636k | 4.4k | 145.44 |
| 2023-03-31 | $570k | 4.4k | 130.31 |
| 2022-12-31 | $826k | 6.2k | 134.10 |
| 2022-09-30 | $870k | 8.3k | 104.49 |
| 2022-06-30 | $923k | 8.2k | 112.62 |
| 2022-03-31 | $1.4M | 10k | 136.35 |
| 2021-12-31 | $1.5M | 9.2k | 158.30 |
| 2021-09-30 | $1.5M | 9.1k | 163.74 |
| 2021-06-30 | $1.4M | 9.1k | 155.53 |
| 2021-03-31 | $1.3M | 8.8k | 152.27 |
| 2020-12-31 | $1.1M | 8.3k | 126.97 |
| 2020-09-30 | $807k | 8.4k | 96.15 |
| 2020-06-30 | $778k | 8.3k | 94.05 |
| 2020-03-31 | $774k | 8.6k | 90.00 |
| 2019-12-31 | $1.3M | 9.5k | 139.30 |
| 2019-09-30 | $1.1M | 9.6k | 117.64 |
| 2019-06-30 | $11M | 9.6k | 1118.00 |
| 2019-03-31 | $972k | 9.6k | 101.28 |
| 2018-12-31 | $937k | 9.6k | 97.63 |
| 2018-09-30 | $1.1M | 10k | 112.83 |
| 2018-06-30 | $1.1M | 10k | 104.20 |
| 2018-03-31 | $1.0k | 10k | 0.10 |
| 2017-12-31 | $1.1M | 10k | 106.91 |
| 2017-09-30 | $1.0k | 10k | 0.10 |
| 2017-06-30 | $954k | 10k | 91.41 |
| 2017-03-31 | $2.1M | 24k | 87.85 |
| 2016-12-31 | $13M | 147k | 86.29 |
| 2016-09-30 | $10M | 154k | 66.59 |
| 2016-06-30 | $11M | 183k | 62.14 |
| 2016-03-31 | $11M | 186k | 59.22 |
| 2015-12-31 | $12M | 189k | 66.03 |
| 2015-09-30 | $12M | 188k | 60.97 |
| 2015-06-30 | $15M | 215k | 67.76 |
| 2015-03-31 | $12M | 192k | 60.58 |
| 2014-12-31 | $13M | 199k | 62.58 |
| 2014-09-30 | $15M | 243k | 60.24 |
| 2014-06-30 | $12M | 215k | 57.62 |
| 2014-03-31 | $14M | 223k | 60.71 |
| 2013-12-31 | $8.2M | 159k | 51.69 |
| 2013-09-30 | $8.2M | 159k | 51.69 |
| 2013-06-30 | $672k | 13k | 52.80 |