JPMorgan Chase & Co. shares owned by Sargent Investment Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $12M | 37k | 322.22 |
| 2025-09-30 | $11M | 36k | 315.43 |
| 2025-06-30 | $10M | 34k | 291.35 |
| 2025-03-31 | $8.4M | 34k | 245.30 |
| 2024-12-31 | $7.6M | 31k | 244.21 |
| 2024-09-30 | $4.9M | 23k | 210.86 |
| 2024-06-30 | $4.3M | 21k | 202.26 |
| 2024-03-31 | $4.6M | 23k | 200.30 |
| 2023-12-31 | $4.7M | 28k | 170.10 |
| 2023-09-30 | $4.0M | 27k | 145.02 |
| 2023-06-30 | $3.5M | 24k | 145.44 |
| 2023-03-31 | $2.8M | 22k | 130.16 |
| 2022-12-31 | $3.1M | 23k | 134.10 |
| 2022-09-30 | $2.4M | 23k | 108.15 |
| 2022-06-30 | $2.5M | 23k | 112.62 |
| 2022-03-31 | $3.0M | 22k | 136.34 |
| 2021-12-31 | $3.3M | 21k | 158.36 |
| 2021-09-30 | $3.3M | 20k | 163.67 |
| 2021-06-30 | $3.0M | 19k | 155.52 |
| 2021-03-31 | $2.9M | 19k | 152.24 |
| 2020-12-31 | $2.2M | 17k | 127.06 |
| 2020-09-30 | $1.7M | 17k | 96.29 |
| 2020-06-30 | $1.4M | 15k | 93.27 |
| 2020-03-31 | $1.3M | 15k | 90.03 |
| 2019-12-31 | $1.6M | 11k | 139.37 |
| 2019-09-30 | $1.3M | 11k | 117.66 |
| 2019-06-30 | $1.8M | 16k | 111.79 |
| 2019-03-31 | $1.6M | 16k | 101.25 |
| 2018-12-31 | $1.5M | 16k | 97.64 |