JPMorgan Chase & Co. shares owned by SlateStone Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by SlateStone Wealth 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 SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 77k | 315.43 |
| 2025-06-30 | $23M | 78k | 289.91 |
| 2025-03-31 | $18M | 75k | 245.30 |
| 2024-12-31 | $18M | 73k | 239.72 |
| 2024-09-30 | $15M | 72k | 210.86 |
| 2024-06-30 | $9.5M | 47k | 202.26 |
| 2024-03-31 | $14M | 68k | 200.30 |
| 2023-12-31 | $7.5M | 44k | 170.09 |
| 2023-09-30 | $5.9M | 41k | 145.03 |
| 2023-06-30 | $1.9M | 13k | 145.40 |
| 2023-03-31 | $1.7M | 13k | 130.27 |
| 2022-12-31 | $1.6M | 12k | 134.10 |
| 2022-09-30 | $1.3M | 12k | 104.49 |
| 2022-06-30 | $2.0M | 18k | 112.64 |
| 2022-03-31 | $3.0M | 22k | 136.31 |
| 2021-12-31 | $3.8M | 24k | 158.37 |
| 2021-09-30 | $3.8M | 23k | 163.70 |
| 2021-06-30 | $3.6M | 23k | 155.56 |
| 2021-03-31 | $3.8M | 25k | 152.21 |
| 2020-12-31 | $3.1M | 25k | 127.07 |
| 2020-09-30 | $3.9M | 40k | 96.28 |
| 2020-06-30 | $3.7M | 39k | 94.07 |
| 2020-03-31 | $3.2M | 35k | 90.03 |
| 2019-12-31 | $4.9M | 36k | 139.41 |
| 2019-09-30 | $4.0M | 34k | 117.69 |
| 2019-06-30 | $4.0M | 36k | 111.79 |
| 2019-03-31 | $3.6M | 36k | 101.23 |
| 2018-12-31 | $1.5M | 16k | 97.60 |