JPMorgan Chase & Co. shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $728k | 2.3k | 315.43 |
| 2025-06-30 | $721k | 2.5k | 289.91 |
| 2025-03-31 | $615k | 2.5k | 245.29 |
| 2024-12-31 | $441k | 1.8k | 239.71 |
| 2024-09-30 | $379k | 1.8k | 210.86 |
| 2024-06-30 | $368k | 1.8k | 202.26 |
| 2024-03-31 | $345k | 1.7k | 200.30 |
| 2023-12-31 | $293k | 1.7k | 170.10 |
| 2023-09-30 | $256k | 1.8k | 145.02 |
| 2023-06-30 | $256k | 1.8k | 145.44 |
| 2023-03-31 | $230k | 1.8k | 130.31 |
| 2022-12-31 | $244k | 1.8k | 134.10 |
| 2022-06-30 | $94k | 830 | 112.61 |
| 2022-03-31 | $285k | 2.1k | 135.34 |
| 2021-12-31 | $320k | 2.0k | 158.49 |
| 2021-09-30 | $310k | 1.9k | 163.67 |
| 2021-06-30 | $294k | 1.9k | 155.56 |
| 2021-03-31 | $282k | 1.9k | 152.19 |
| 2020-12-31 | $287k | 2.3k | 127.16 |
| 2020-09-30 | $379k | 3.9k | 96.36 |
| 2020-06-30 | $276k | 2.9k | 93.97 |
More positions owned by Rockbridge Investment Management, LCC
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