JPMorgan Chase & Co. shares owned by Union Heritage Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 30k | 315.43 |
| 2025-06-30 | $8.8M | 30k | 289.91 |
| 2025-03-31 | $7.4M | 30k | 245.30 |
| 2024-12-31 | $7.2M | 30k | 239.71 |
| 2024-09-30 | $6.4M | 30k | 210.86 |
| 2024-06-30 | $6.1M | 30k | 202.26 |
| 2024-03-31 | $6.1M | 30k | 200.30 |
| 2023-12-31 | $4.4M | 26k | 170.10 |
| 2023-09-30 | $3.7M | 26k | 145.02 |
| 2023-06-30 | $3.7M | 26k | 145.43 |
| 2023-03-31 | $2.9M | 23k | 130.31 |
| 2022-12-31 | $3.0M | 23k | 134.12 |
| 2022-09-30 | $2.4M | 23k | 104.51 |
| 2022-06-30 | $2.5M | 23k | 112.61 |
| 2022-03-31 | $3.1M | 23k | 136.33 |
| 2021-12-31 | $3.6M | 23k | 158.35 |
| 2021-09-30 | $3.8M | 23k | 163.70 |
| 2021-06-30 | $3.6M | 23k | 155.52 |
| 2021-03-31 | $2.8M | 18k | 152.19 |