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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Ullmann Financial

Quarter filed Position value Share count Share price at filing
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