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JPMorgan Chase & Co. shares owned by Stack Financial Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stack Financial Management from 13F filings

Historical chart of Stack Financial Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Stack Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Stack Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 1.0k 315.50
2025-06-30 $316k 1.1k 289.97
2025-03-31 $268k 1.1k 245.35
2024-12-31 $239k 998 239.77
2024-09-30 $205k 971 210.91