JPMorgan Chase & Co. shares owned by Tradewinds Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tradewinds Capital Management
from 13F filings
Historical chart of Tradewinds Capital Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Tradewinds Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $597k | 1.9k | 315.43 |
| 2025-06-30 | $297k | 1.0k | 289.91 |
| 2025-03-31 | $264k | 1.1k | 245.30 |
| 2024-12-31 | $258k | 1.1k | 239.71 |
| 2024-09-30 | $227k | 1.1k | 210.86 |
| 2024-06-30 | $216k | 1.1k | 202.26 |
| 2024-03-31 | $214k | 1.1k | 200.30 |
| 2023-12-31 | $182k | 1.1k | 170.10 |
| 2023-09-30 | $156k | 1.1k | 145.02 |
| 2023-06-30 | $156k | 1.1k | 145.44 |
| 2023-03-31 | $139k | 1.1k | 130.31 |
| 2022-12-31 | $162k | 1.2k | 134.10 |
| 2022-09-30 | $112k | 1.1k | 104.87 |
| 2022-06-30 | $119k | 1.1k | 112.48 |
| 2022-03-31 | $241k | 1.8k | 136.54 |
| 2021-12-31 | $294k | 1.9k | 158.49 |
| 2021-09-30 | $294k | 1.8k | 163.79 |
| 2021-06-30 | $279k | 1.8k | 155.43 |
| 2021-03-31 | $276k | 1.8k | 152.07 |
| 2020-12-31 | $228k | 1.8k | 127.02 |
| 2020-09-30 | $173k | 1.8k | 96.38 |
| 2020-06-30 | $188k | 2.0k | 94.24 |
| 2020-03-31 | $181k | 2.0k | 90.18 |
| 2019-12-31 | $359k | 2.6k | 139.31 |
| 2019-09-30 | $309k | 2.6k | 117.62 |
| 2019-06-30 | $271k | 2.4k | 111.61 |
| 2019-03-31 | $246k | 2.4k | 101.36 |
| 2018-12-31 | $241k | 2.5k | 97.45 |
| 2018-09-30 | $247k | 2.2k | 112.94 |
| 2018-06-30 | $228k | 2.2k | 104.25 |
| 2018-03-31 | $279k | 2.5k | 110.02 |
| 2017-12-31 | $271k | 2.5k | 106.86 |
| 2017-09-30 | $242k | 2.5k | 95.46 |
| 2017-06-30 | $232k | 2.5k | 91.55 |
| 2017-03-31 | $239k | 2.7k | 87.90 |
| 2016-12-31 | $173k | 2.0k | 86.41 |
| 2016-09-30 | $145k | 2.2k | 66.73 |
| 2016-06-30 | $104k | 1.7k | 62.20 |
| 2016-03-31 | $103k | 1.7k | 59.40 |
| 2015-12-31 | $118k | 1.8k | 65.81 |
| 2015-09-30 | $118k | 1.9k | 61.17 |
| 2015-06-30 | $132k | 1.9k | 67.94 |
| 2015-03-31 | $55k | 901 | 61.04 |
| 2014-12-31 | $75k | 1.2k | 62.60 |
| 2014-09-30 | $98k | 1.6k | 59.98 |
| 2014-06-30 | $94k | 1.6k | 57.53 |
| 2014-03-31 | $122k | 2.0k | 60.76 |
| 2013-12-31 | $121k | 2.1k | 58.40 |
More positions owned by Tradewinds Capital Management
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