JPMorgan Chase & Co. shares owned by Ullmann Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 15k | 210.86 |
| 2024-03-31 | $1.9M | 9.7k | 200.29 |
| 2023-12-31 | $1.6M | 9.4k | 170.10 |
| 2023-09-30 | $778k | 5.4k | 145.01 |
| 2023-06-30 | $681k | 4.7k | 145.44 |
| 2023-03-31 | $611k | 4.7k | 130.30 |
| 2022-12-31 | $604k | 4.5k | 134.11 |
| 2022-09-30 | $442k | 4.2k | 104.39 |
| 2022-06-30 | $460k | 4.1k | 112.72 |
| 2022-03-31 | $551k | 4.0k | 136.25 |
| 2021-12-31 | $633k | 4.0k | 158.29 |
| 2021-09-30 | $655k | 4.0k | 163.79 |
| 2021-06-30 | $618k | 4.0k | 155.51 |
| 2021-03-31 | $605k | 4.0k | 152.24 |
| 2020-12-31 | $505k | 4.0k | 127.08 |
| 2020-09-30 | $383k | 4.0k | 96.38 |
| 2020-06-30 | $364k | 3.9k | 93.96 |
| 2019-09-30 | $465k | 4.0k | 117.63 |
| 2019-06-30 | $474k | 4.2k | 111.66 |
| 2019-03-31 | $441k | 4.4k | 101.19 |
| 2018-12-31 | $378k | 3.9k | 97.72 |
| 2018-09-30 | $373k | 3.3k | 112.69 |
| 2018-06-30 | $351k | 3.4k | 103.94 |
| 2018-03-31 | $371k | 3.4k | 109.86 |
| 2017-12-31 | $382k | 3.5k | 108.37 |
| 2017-09-30 | $304k | 4.6k | 66.56 |
| 2017-06-30 | $420k | 4.6k | 91.19 |
| 2017-03-31 | $148k | 1.7k | 87.63 |