JPMorgan Chase & Co. shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $717k | 2.2k | 322.22 |
| 2025-09-30 | $1.2M | 3.9k | 315.43 |
| 2025-03-31 | $225k | 918 | 245.30 |
| 2024-09-30 | $1.3M | 5.9k | 210.86 |
| 2024-06-30 | $999k | 4.9k | 202.26 |
| 2024-03-31 | $308k | 1.5k | 200.30 |
| 2023-12-31 | $464k | 2.7k | 170.10 |
| 2023-09-30 | $4.8k | 33 | 145.03 |
| 2023-06-30 | $4.8k | 33 | 145.45 |
| 2023-03-31 | $4.3k | 33 | 130.30 |
| 2022-09-30 | $4.0k | 43 | 93.02 |
| 2022-06-30 | $1.0k | 11 | 90.91 |
| 2022-03-31 | $5.0k | 39 | 128.21 |
| 2021-12-31 | $11k | 70 | 157.14 |
| 2021-09-30 | $28k | 169 | 165.68 |
| 2021-06-30 | $1.7M | 11k | 155.53 |
| 2021-03-31 | $1.3M | 8.6k | 152.18 |
| 2020-12-31 | $3.0k | 21 | 142.86 |
| 2020-09-30 | $4.0k | 37 | 108.11 |
| 2020-06-30 | $999 | 12 | 83.33 |
| 2020-03-31 | $2.0k | 22 | 90.91 |
| 2018-06-30 | $6.4M | 58k | 109.98 |
| 2018-03-31 | $6.4M | 58k | 109.96 |
| 2017-12-31 | $2.5M | 24k | 106.94 |
| 2017-03-31 | $7.0M | 80k | 87.84 |
| 2016-12-31 | $10M | 118k | 86.29 |
More positions owned by USA Financial Portformulas
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View all positions for USA Financial Portformulas