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JPMorgan Chase & Co. shares owned by Private Ocean

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

Historical chart of Private Ocean investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $488k 2.4k 202.29
2024-03-31 $285k 1.4k 200.30
2023-12-31 $246k 1.4k 170.10
2023-09-30 $204k 1.4k 145.02
2023-06-30 $182k 1.3k 145.44
2023-03-31 $124k 955 130.29
2022-12-31 $109k 812 134.04
2022-09-30 $86k 823 104.50
2022-06-30 $128k 1.1k 111.89
2022-03-31 $113k 830 136.14
2021-12-31 $129k 812 158.87
2021-09-30 $128k 783 163.47
2021-06-30 $115k 740 155.41
2021-03-31 $161k 1.1k 151.89
2020-12-31 $139k 1.1k 127.41
2020-09-30 $128k 1.3k 96.39
2020-06-30 $118k 1.3k 93.87
2020-03-31 $125k 1.4k 89.61
2019-12-31 $289k 2.1k 139.88
2019-09-30 $166k 1.4k 118.32
2019-06-30 $114k 1.0k 111.00
2019-03-31 $109k 1.1k 101.21
2018-12-31 $105k 1.1k 97.49
2018-09-30 $135k 1.2k 113.07
2018-06-30 $281k 2.7k 104.31
2018-03-31 $186k 1.7k 109.80
2017-12-31 $93k 870 106.90
2017-09-30 $71k 740 95.95
2017-06-30 $68k 740 91.89
2017-03-31 $65k 740 87.84
2016-12-31 $64k 740 86.49
2016-09-30 $49k 740 66.22
2016-06-30 $46k 740 62.16
2016-03-31 $44k 740 59.46
2015-12-31 $49k 740 66.22
2015-09-30 $45k 201 223.88
2015-06-30 $14k 201 69.65
2015-03-31 $12k 200 60.00
2014-09-30 $9.0k 150 60.00
2014-06-30 $9.0k 150 60.00