JPMorgan Chase & Co. shares owned by South Street Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by South Street Advisors
from 13F filings
Historical chart of South Street Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by South Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 9.4k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.26 |
| 2024-03-31 | $2.5M | 12k | 200.30 |
| 2023-09-30 | $1.5M | 10k | 145.02 |
| 2023-06-30 | $1.4M | 9.4k | 145.44 |
| 2023-03-31 | $1.3M | 10k | 130.31 |
| 2022-12-31 | $1.2M | 9.2k | 134.10 |
| 2022-09-30 | $1.0M | 9.9k | 104.55 |
| 2022-06-30 | $1.1M | 9.9k | 112.56 |
| 2022-03-31 | $1.3M | 9.4k | 136.34 |
| 2021-12-31 | $1.4M | 9.1k | 158.33 |
| 2021-09-30 | $1.4M | 8.4k | 163.65 |
| 2021-06-30 | $608k | 3.9k | 155.42 |
| 2021-03-31 | $565k | 3.7k | 152.21 |
| 2020-12-31 | $459k | 3.6k | 127.08 |
| 2020-09-30 | $309k | 3.2k | 96.20 |
| 2020-06-30 | $288k | 3.1k | 94.21 |
| 2020-03-31 | $222k | 2.5k | 90.17 |
| 2019-12-31 | $343k | 2.5k | 139.32 |
| 2019-09-30 | $290k | 2.5k | 117.79 |
| 2019-06-30 | $275k | 2.5k | 111.70 |
| 2019-03-31 | $249k | 2.5k | 101.14 |
| 2018-12-31 | $240k | 2.5k | 97.48 |
| 2018-09-30 | $277k | 2.5k | 112.51 |
| 2018-06-30 | $256k | 2.5k | 103.98 |
| 2018-03-31 | $270k | 2.5k | 109.67 |
| 2017-12-31 | $263k | 2.5k | 106.82 |
| 2017-09-30 | $235k | 2.5k | 95.45 |
| 2017-06-30 | $225k | 2.5k | 91.39 |