JPMorgan Chase & Co. shares owned by Stamos Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stamos Capital Partners
from 13F filings
Historical chart of Stamos Capital Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Stamos Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 27k | 210.86 |
| 2024-06-30 | $6.2M | 31k | 202.26 |
| 2024-03-31 | $6.0M | 30k | 200.30 |
| 2023-12-31 | $7.8M | 46k | 170.10 |
| 2023-09-30 | $10M | 71k | 145.02 |
| 2023-06-30 | $14M | 93k | 145.44 |
| 2023-03-31 | $11M | 86k | 130.31 |
| 2022-12-31 | $7.8M | 58k | 134.10 |
| 2022-09-30 | $9.7M | 93k | 104.50 |
| 2022-06-30 | $10M | 92k | 112.61 |
| 2022-03-31 | $11M | 77k | 136.31 |
| 2021-12-31 | $8.0M | 51k | 158.36 |
| 2021-09-30 | $7.1M | 43k | 163.69 |
| 2021-06-30 | $7.7M | 50k | 155.53 |
| 2021-03-31 | $9.5M | 63k | 152.23 |
| 2020-12-31 | $8.0M | 63k | 127.07 |
| 2020-09-30 | $7.2M | 75k | 96.27 |
| 2020-06-30 | $4.6M | 49k | 94.06 |
| 2020-03-31 | $7.7M | 85k | 90.03 |
| 2019-12-31 | $2.5M | 18k | 139.41 |
| 2019-09-30 | $2.4M | 21k | 117.68 |
| 2019-06-30 | $2.0M | 18k | 113.68 |
| 2019-03-31 | $2.3M | 23k | 104.44 |
| 2018-12-31 | $5.0M | 51k | 97.62 |