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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

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Quarterly reported holdings in JPMorgan Chase & Co. by Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
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