JPMorgan Chase & Co. shares owned by Tortoise Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tortoise Investment Management
from 13F filings
Historical chart of Tortoise Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Tortoise Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 8.1k | 315.45 |
| 2025-06-30 | $2.3M | 8.0k | 289.92 |
| 2025-03-31 | $1.9M | 7.9k | 245.31 |
| 2024-12-31 | $2.1M | 8.6k | 239.71 |
| 2024-09-30 | $1.9M | 8.8k | 210.87 |
| 2024-06-30 | $1.7M | 8.6k | 202.26 |
| 2024-03-31 | $1.7M | 8.5k | 200.30 |
| 2023-12-31 | $1.5M | 8.6k | 170.09 |
| 2023-09-30 | $1.3M | 9.0k | 145.01 |
| 2023-06-30 | $978k | 6.7k | 145.44 |
| 2023-03-31 | $676k | 5.2k | 130.31 |
| 2022-12-31 | $696k | 5.2k | 134.09 |
| 2022-09-30 | $542k | 5.2k | 104.49 |
| 2022-06-30 | $486k | 4.3k | 112.63 |
| 2022-03-31 | $452k | 3.3k | 136.27 |
| 2021-12-31 | $419k | 2.6k | 158.29 |
| 2021-09-30 | $669k | 4.1k | 163.77 |
| 2021-06-30 | $634k | 4.1k | 155.51 |
| 2021-03-31 | $746k | 4.9k | 152.18 |
| 2020-12-31 | $634k | 5.0k | 127.13 |
| 2020-09-30 | $483k | 5.0k | 96.25 |
| 2020-06-30 | $463k | 4.9k | 94.14 |
| 2020-03-31 | $450k | 5.0k | 90.11 |
| 2019-12-31 | $728k | 5.2k | 139.49 |
| 2019-09-30 | $612k | 5.2k | 117.76 |
| 2019-06-30 | $581k | 5.2k | 111.80 |
| 2019-03-31 | $526k | 5.2k | 101.21 |
| 2018-12-31 | $531k | 5.4k | 97.65 |
| 2018-09-30 | $670k | 5.9k | 112.83 |
| 2018-06-30 | $629k | 6.0k | 104.17 |
| 2018-03-31 | $726k | 6.6k | 110.03 |
| 2017-12-31 | $727k | 6.8k | 106.94 |
| 2017-09-30 | $631k | 6.6k | 95.48 |
| 2017-06-30 | $179k | 2.0k | 91.37 |
| 2017-03-31 | $108k | 1.2k | 87.95 |
| 2016-12-31 | $136k | 1.6k | 86.19 |
| 2016-09-30 | $20k | 295 | 67.80 |
| 2016-06-30 | $58k | 929 | 62.43 |
| 2016-03-31 | $107k | 1.8k | 59.08 |
| 2015-12-31 | $11k | 169 | 65.09 |
| 2015-09-30 | $10k | 169 | 59.17 |
| 2015-06-30 | $11k | 169 | 65.09 |
| 2015-03-31 | $10k | 169 | 59.17 |
| 2014-12-31 | $46k | 735 | 62.59 |
| 2014-09-30 | $42k | 700 | 60.00 |
| 2014-06-30 | $41k | 720 | 56.94 |
| 2014-03-31 | $42k | 700 | 60.00 |
| 2013-12-31 | $41k | 700 | 58.57 |
| 2013-09-30 | $2.0k | 1.4k | 1.43 |
| 2013-06-30 | $74k | 1.4k | 52.86 |
| 2013-03-31 | $33k | 700 | 47.14 |
| 2012-12-31 | $31k | 700 | 44.29 |
More positions owned by Tortoise Investment Management
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