JPMorgan Chase & Co. shares owned by Sterneck Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sterneck Capital Management
from 13F filings
Historical chart of Sterneck Capital Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sterneck Capital Management 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 Sterneck Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 5.3k | 239.72 |
| 2024-09-30 | $1.1M | 5.2k | 210.85 |
| 2024-06-30 | $925k | 4.6k | 202.27 |
| 2024-03-31 | $916k | 4.6k | 200.29 |
| 2023-12-31 | $963k | 5.7k | 170.10 |
| 2023-09-30 | $865k | 6.0k | 145.03 |
| 2023-06-30 | $937k | 6.4k | 145.44 |
| 2023-03-31 | $839k | 6.4k | 130.32 |
| 2022-12-31 | $863k | 6.4k | 134.10 |
| 2022-09-30 | $673k | 6.4k | 104.55 |
| 2022-06-30 | $723k | 6.4k | 112.55 |
| 2022-03-31 | $826k | 6.1k | 136.24 |
| 2021-12-31 | $1.0M | 6.5k | 158.31 |
| 2021-09-30 | $1.1M | 6.5k | 163.73 |
| 2021-06-30 | $980k | 6.5k | 151.66 |
| 2021-03-31 | $1.0M | 6.8k | 152.25 |
| 2020-12-31 | $901k | 7.1k | 127.13 |
| 2020-09-30 | $682k | 7.1k | 96.23 |
| 2020-06-30 | $669k | 7.1k | 94.09 |
| 2020-03-31 | $977k | 7.0k | 139.33 |
| 2019-12-31 | $977k | 7.0k | 139.33 |
| 2019-09-30 | $885k | 7.5k | 117.75 |
| 2019-06-30 | $878k | 7.9k | 111.76 |
| 2019-03-31 | $790k | 7.8k | 101.22 |
| 2018-12-31 | $706k | 7.2k | 97.65 |
| 2018-09-30 | $1.2M | 11k | 112.83 |
| 2018-06-30 | $1.2M | 12k | 104.16 |
| 2018-03-31 | $1.7M | 15k | 109.98 |
| 2017-12-31 | $2.8M | 26k | 106.94 |
| 2017-09-30 | $3.0M | 31k | 95.51 |
| 2017-06-30 | $2.9M | 32k | 91.39 |
| 2017-03-31 | $2.9M | 33k | 87.83 |
| 2016-12-31 | $3.1M | 36k | 86.29 |
| 2016-09-30 | $2.6M | 39k | 66.60 |
| 2016-06-30 | $3.8M | 62k | 62.14 |
| 2016-03-31 | $3.5M | 59k | 59.23 |
| 2015-12-31 | $2.9M | 44k | 66.02 |
| 2015-09-30 | $2.2M | 36k | 60.98 |
| 2015-06-30 | $2.3M | 34k | 67.75 |
| 2015-03-31 | $3.9M | 64k | 60.59 |
| 2014-12-31 | $4.0M | 64k | 62.58 |
| 2014-09-30 | $3.7M | 61k | 60.24 |
| 2014-06-30 | $3.5M | 61k | 57.61 |
| 2014-03-31 | $4.0M | 66k | 60.71 |
| 2013-12-31 | $4.5M | 78k | 58.48 |
| 2013-09-30 | $4.1M | 80k | 51.69 |
| 2013-06-30 | $3.5M | 67k | 52.79 |
More positions owned by Sterneck Capital Management
View all positions for Sterneck Capital Management