Successful Portfolios »

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.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Successful Portfolios

Quarter filed Position value Share count Share price at filing
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