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JPMorgan Chase & Co. shares owned by Tarbox

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

Historical chart of Tarbox investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Tarbox

Quarter filed Position value Share count Share price at filing
2024-06-30 $390k 1.9k 202.26
2024-03-31 $386k 1.9k 200.30
2023-12-31 $289k 1.7k 170.10
2023-09-30 $337k 2.3k 145.02
2023-06-30 $338k 2.3k 145.44
2023-03-31 $303k 2.3k 130.31
2022-12-31 $313k 2.3k 134.10
2022-06-30 $580k 5.1k 112.69
2022-03-31 $232k 1.7k 136.39
2021-12-31 $1.2M 7.3k 158.32
2021-09-30 $1.9M 12k 163.72
2021-06-30 $1.9M 12k 155.56
2021-03-31 $1.1M 7.3k 152.26
2020-12-31 $931k 7.3k 127.13
2020-09-30 $705k 7.3k 96.25
2020-06-30 $706k 7.5k 94.11
2020-03-31 $681k 7.6k 89.97
2019-12-31 $1.1M 7.8k 139.35
2019-09-30 $211k 1.8k 117.81
2019-06-30 $200k 1.8k 111.67
2019-03-31 $235k 2.3k 101.34
2018-12-31 $226k 2.3k 97.46
2018-09-30 $282k 2.5k 113.03
2018-06-30 $176k 1.7k 104.14
2018-03-31 $256k 2.3k 110.15
2017-12-31 $238k 2.2k 107.01
2017-09-30 $152k 1.6k 95.60
2017-06-30 $296k 3.2k 91.47
2017-03-31 $126k 1.4k 87.74
2016-12-31 $124k 1.4k 86.35
2016-09-30 $95k 1.4k 66.29
2016-06-30 $88k 1.4k 62.37
2016-03-31 $84k 1.4k 59.28
2015-12-31 $91k 1.4k 65.80
2015-09-30 $82k 1.4k 60.61
2015-06-30 $91k 1.3k 67.81
2015-03-31 $81k 1.3k 60.36
2014-12-31 $84k 1.3k 62.31
2014-09-30 $83k 1.4k 59.93
2014-06-30 $74k 1.3k 57.41
2014-03-31 $86k 1.4k 60.31
2013-12-31 $234k 4.0k 58.49

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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Apple (AAPL)

View all positions for Tarbox

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.