JPMorgan Chase & Co. shares owned by Welch Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $63M | 315k | 200.30 |
| 2023-12-31 | $56M | 329k | 170.10 |
| 2023-09-30 | $48M | 328k | 145.02 |
| 2023-06-30 | $48M | 330k | 145.44 |
| 2023-03-31 | $42M | 324k | 130.31 |
| 2022-12-31 | $42M | 310k | 134.10 |
| 2022-09-30 | $32M | 301k | 104.50 |
| 2022-06-30 | $31M | 277k | 112.61 |
| 2022-03-31 | $32M | 233k | 136.32 |
| 2021-12-31 | $7.1M | 45k | 158.36 |
| 2021-09-30 | $7.0M | 43k | 163.69 |
| 2021-06-30 | $6.1M | 39k | 155.55 |
| 2021-03-31 | $5.7M | 38k | 152.23 |
| 2020-12-31 | $4.1M | 32k | 127.07 |
| 2020-09-30 | $2.8M | 29k | 96.26 |
| 2020-06-30 | $2.5M | 27k | 94.06 |
| 2020-03-31 | $2.2M | 25k | 90.02 |
| 2019-12-31 | $3.0M | 21k | 139.41 |
| 2019-09-30 | $2.3M | 20k | 117.68 |
| 2019-06-30 | $2.2M | 19k | 111.79 |
| 2019-03-31 | $1.9M | 19k | 101.22 |
| 2018-12-31 | $1.6M | 17k | 97.64 |
| 2018-09-30 | $1.9M | 17k | 112.82 |
| 2018-06-30 | $1.6M | 16k | 104.18 |
| 2018-03-31 | $1.7M | 16k | 109.99 |
| 2017-12-31 | $1.5M | 14k | 106.91 |
| 2017-09-30 | $1.3M | 13k | 95.48 |
| 2017-06-30 | $1.3M | 14k | 91.38 |
| 2017-03-31 | $604k | 6.9k | 87.91 |
| 2016-12-31 | $420k | 4.9k | 86.22 |
| 2016-09-30 | $473k | 7.1k | 66.64 |
| 2016-06-30 | $306k | 4.9k | 62.08 |
| 2016-03-31 | $312k | 5.3k | 59.19 |
| 2015-12-31 | $361k | 5.5k | 66.01 |
| 2015-09-30 | $303k | 5.0k | 60.98 |
| 2015-06-30 | $272k | 4.0k | 67.71 |
| 2015-03-31 | $247k | 4.1k | 60.49 |
| 2014-12-31 | $255k | 4.1k | 62.45 |
| 2014-09-30 | $251k | 4.2k | 60.31 |
| 2014-06-30 | $235k | 4.1k | 57.57 |
| 2014-03-31 | $248k | 4.1k | 60.77 |
| 2013-12-31 | $255k | 4.4k | 58.54 |
| 2013-09-30 | $192k | 3.7k | 51.75 |
| 2013-06-30 | $228k | 4.3k | 52.90 |