JPMorgan Chase & Co. shares owned by PYA Waltman Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by PYA Waltman Capital
from 13F filings
Historical chart of PYA Waltman Capital investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by PYA Waltman Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by PYA Waltman Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 13k | 315.42 |
| 2025-06-30 | $3.8M | 13k | 289.90 |
| 2025-03-31 | $3.0M | 12k | 245.30 |
| 2024-12-31 | $3.0M | 13k | 239.70 |
| 2024-09-30 | $2.7M | 13k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.26 |
| 2024-03-31 | $2.3M | 11k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.5M | 9.7k | 154.77 |
| 2023-03-31 | $922k | 7.1k | 130.31 |
| 2022-12-31 | $796k | 5.9k | 134.10 |
| 2022-09-30 | $544k | 5.2k | 104.60 |
| 2022-06-30 | $340k | 3.0k | 112.62 |
| 2022-03-31 | $323k | 2.4k | 136.52 |
| 2021-12-31 | $300k | 1.9k | 158.48 |
| 2021-09-30 | $310k | 1.9k | 163.76 |
| 2021-06-30 | $363k | 2.3k | 155.33 |
| 2021-03-31 | $331k | 2.2k | 152.32 |
| 2020-12-31 | $302k | 2.4k | 127.27 |
| 2020-06-30 | $249k | 2.7k | 93.96 |