JPMorgan Chase & Co. shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Roosevelt Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $2.3M | 22k | 104.51 |
| 2022-06-30 | $2.5M | 22k | 112.60 |
| 2022-03-31 | $31M | 224k | 136.32 |
| 2021-12-31 | $35M | 218k | 158.35 |
| 2021-09-30 | $35M | 212k | 163.69 |
| 2021-06-30 | $34M | 218k | 155.54 |
| 2021-03-31 | $33M | 218k | 152.23 |
| 2020-12-31 | $27M | 215k | 127.07 |
| 2020-09-30 | $21M | 215k | 96.27 |
| 2020-06-30 | $19M | 201k | 94.06 |
| 2020-03-31 | $21M | 233k | 90.03 |
| 2019-12-31 | $28M | 201k | 139.40 |
| 2019-09-30 | $24M | 201k | 117.69 |
| 2019-06-30 | $22M | 199k | 111.80 |
| 2019-03-31 | $17M | 163k | 101.23 |
| 2018-12-31 | $15M | 154k | 97.62 |
| 2018-09-30 | $17M | 153k | 112.84 |
| 2018-06-30 | $16M | 150k | 104.20 |
| 2018-03-31 | $14M | 124k | 109.97 |
| 2017-12-31 | $12M | 111k | 106.94 |
| 2017-09-30 | $9.8M | 103k | 95.51 |
| 2017-06-30 | $1.2M | 13k | 91.37 |
| 2017-03-31 | $1.2M | 13k | 87.81 |
| 2016-12-31 | $1.1M | 13k | 86.32 |
| 2016-09-30 | $746k | 11k | 66.58 |
| 2016-06-30 | $784k | 13k | 62.17 |
| 2016-03-31 | $832k | 14k | 59.24 |
| 2015-12-31 | $949k | 14k | 66.01 |
| 2015-09-30 | $898k | 15k | 60.98 |
| 2015-06-30 | $984k | 15k | 67.76 |
| 2015-03-31 | $896k | 15k | 60.57 |
| 2014-12-31 | $2.8M | 45k | 62.57 |
| 2014-09-30 | $3.4M | 57k | 60.24 |
| 2014-06-30 | $3.1M | 53k | 57.62 |
| 2014-03-31 | $3.2M | 52k | 60.71 |
| 2013-12-31 | $3.2M | 3.2k | 1000.00 |
| 2013-09-30 | $2.2M | 42k | 51.67 |
| 2013-06-30 | $2.1M | 40k | 52.79 |
More positions owned by Roosevelt Investment Group
View all positions for Roosevelt Investment Group