JPMorgan Chase & Co. shares owned by Relative Value Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 10k | 170.09 |
| 2023-09-30 | $1.5M | 10k | 145.01 |
| 2023-06-30 | $1.1M | 7.4k | 145.43 |
| 2023-03-31 | $927k | 7.1k | 130.30 |
| 2022-12-31 | $1.0M | 7.7k | 134.10 |
| 2022-09-30 | $577k | 5.5k | 104.43 |
| 2022-03-31 | $673k | 4.9k | 136.40 |
| 2021-12-31 | $365k | 2.3k | 158.15 |
| 2021-09-30 | $378k | 2.3k | 163.78 |
| 2021-06-30 | $436k | 2.8k | 155.38 |
| 2021-03-31 | $410k | 2.7k | 152.25 |
| 2020-12-31 | $342k | 2.7k | 127.00 |
| 2020-09-30 | $232k | 2.4k | 96.11 |
| 2017-06-30 | $430k | 4.7k | 91.30 |
| 2017-03-31 | $518k | 5.8k | 89.03 |
| 2016-12-31 | $502k | 5.8k | 86.28 |
| 2016-09-30 | $387k | 5.8k | 66.52 |
| 2016-06-30 | $308k | 5.0k | 61.60 |
| 2016-03-31 | $330k | 5.0k | 66.00 |
| 2015-12-31 | $330k | 5.0k | 66.00 |
| 2015-09-30 | $305k | 5.0k | 61.00 |
| 2015-06-30 | $339k | 5.0k | 67.80 |