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JPMorgan Chase & Co. shares owned by Stonebridge Capital Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stonebridge Capital Advisors from 13F filings

Historical chart of Stonebridge Capital Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Stonebridge Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Stonebridge Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $32M 157k 202.26
2024-03-31 $32M 158k 200.30
2023-12-31 $26M 155k 170.10
2023-09-30 $22M 154k 145.02
2023-06-30 $22M 152k 145.44
2023-03-31 $19M 149k 130.31
2022-12-31 $20M 147k 134.10
2022-09-30 $15M 141k 104.50
2022-06-30 $15M 133k 112.61
2022-03-31 $19M 119k 158.35
2021-12-31 $19M 119k 158.35
2021-09-30 $19M 116k 163.69
2021-06-30 $18M 117k 152.23
2021-03-31 $18M 117k 152.23
2020-12-31 $15M 115k 127.07
2020-09-30 $11M 112k 96.27
2020-06-30 $10M 109k 94.06
2020-03-31 $9.8M 109k 90.03
2019-12-31 $16M 111k 139.40
2019-09-30 $14M 116k 117.69
2019-06-30 $13M 116k 111.80
2019-03-31 $12M 120k 101.23
2018-12-31 $11M 113k 97.62
2018-09-30 $13M 112k 112.84
2018-06-30 $12M 113k 104.20
2018-03-31 $12M 112k 109.97
2017-12-31 $12M 113k 106.94
2017-09-30 $11M 115k 95.51
2017-06-30 $11M 115k 91.40
2017-03-31 $9.9M 112k 87.84
2016-12-31 $9.8M 113k 86.29
2016-09-30 $7.7M 116k 66.59
2016-06-30 $6.8M 109k 62.14
2016-03-31 $6.2M 105k 59.22
2015-12-31 $6.8M 103k 66.03
2015-09-30 $6.0M 99k 60.97
2015-06-30 $4.5M 67k 67.76
2015-03-31 $3.7M 61k 60.58
2014-12-31 $3.5M 56k 62.58
2014-09-30 $3.2M 54k 60.23
2014-06-30 $2.7M 47k 57.62
2014-03-31 $2.6M 43k 60.72
2013-12-31 $2.4M 41k 58.49