JPMorgan Chase & Co. shares owned by Successful Portfolios
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $935k | 3.0k | 315.43 |
| 2025-06-30 | $838k | 2.9k | 289.92 |
| 2025-03-31 | $710k | 2.9k | 245.30 |
| 2024-12-31 | $694k | 2.9k | 239.72 |
| 2024-09-30 | $618k | 2.9k | 210.85 |
| 2024-06-30 | $592k | 2.9k | 202.25 |
| 2024-03-31 | $665k | 3.3k | 200.28 |
| 2023-12-31 | $634k | 3.7k | 170.12 |
| 2023-09-30 | $504k | 3.5k | 145.06 |
| 2023-06-30 | $519k | 3.6k | 145.46 |
| 2023-03-31 | $919k | 7.1k | 130.32 |
| 2022-12-31 | $1.0M | 7.6k | 134.05 |
| 2022-09-30 | $787k | 7.5k | 104.47 |
| 2022-06-30 | $756k | 6.7k | 112.53 |
| 2022-03-31 | $932k | 6.8k | 136.30 |
| 2021-12-31 | $1.1M | 6.9k | 158.38 |
| 2021-09-30 | $1.1M | 6.9k | 163.73 |
| 2021-06-30 | $1.1M | 6.8k | 155.60 |
| 2021-03-31 | $1.0M | 6.7k | 152.22 |
| 2020-12-31 | $830k | 6.5k | 127.03 |
| 2020-09-30 | $648k | 6.7k | 96.31 |
| 2020-06-30 | $612k | 6.5k | 94.14 |
| 2020-03-31 | $550k | 6.1k | 89.97 |
| 2019-12-31 | $713k | 5.1k | 139.39 |
| 2019-09-30 | $638k | 5.4k | 117.73 |
| 2019-06-30 | $563k | 5.0k | 111.73 |
| 2019-03-31 | $513k | 5.1k | 101.24 |
| 2018-12-31 | $482k | 4.9k | 97.57 |
| 2018-09-30 | $560k | 5.0k | 112.86 |
| 2018-06-30 | $496k | 4.8k | 104.18 |
| 2018-03-31 | $523k | 4.8k | 109.99 |
| 2017-12-31 | $475k | 4.4k | 106.86 |
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