JPMorgan Chase & Co. shares owned by Phoenix Holdings
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 98k | 210.86 |
| 2024-06-30 | $18M | 88k | 202.26 |
| 2024-03-31 | $47M | 235k | 200.35 |
| 2023-12-31 | $37M | 195k | 191.60 |
| 2023-09-30 | $25M | 173k | 145.15 |
| 2023-06-30 | $23M | 156k | 145.44 |
| 2023-03-31 | $40M | 305k | 130.31 |
| 2022-12-31 | $144M | 1.1M | 134.10 |
| 2022-09-30 | $47M | 444k | 106.16 |
| 2022-06-30 | $50M | 445k | 112.61 |
| 2022-03-31 | $51M | 372k | 136.32 |
| 2021-12-31 | $67M | 422k | 158.35 |
| 2021-09-30 | $110M | 669k | 163.69 |
| 2021-06-30 | $106M | 679k | 155.54 |
| 2021-03-31 | $43M | 282k | 152.23 |
| 2020-12-31 | $36M | 282k | 126.87 |
| 2020-09-30 | $25M | 279k | 90.76 |
| 2020-06-30 | $23M | 261k | 89.32 |
| 2020-03-31 | $20M | 220k | 88.55 |
| 2019-12-31 | $33M | 237k | 138.44 |
| 2019-09-30 | $27M | 237k | 112.27 |