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JPMorgan Chase & Co. shares owned by Waldron

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 23k 315.44
2025-06-30 $6.6M 23k 289.92
2025-03-31 $5.8M 24k 245.31
2024-12-31 $12M 48k 239.71
2024-09-30 $9.7M 46k 210.86
2024-06-30 $9.1M 45k 202.26
2024-03-31 $8.9M 45k 200.30
2023-12-31 $7.2M 42k 170.10
2023-09-30 $6.1M 42k 145.02
2023-06-30 $5.9M 41k 145.44
2023-03-31 $5.5M 43k 130.30
2022-12-31 $4.4M 42k 104.49
2022-09-30 $4.4M 42k 104.49
2022-06-30 $4.5M 40k 112.61
2022-03-31 $5.3M 39k 136.32
2021-12-31 $6.1M 38k 158.32
2021-09-30 $6.2M 38k 163.67
2021-06-30 $8.2M 53k 155.53
2021-03-31 $4.9M 32k 152.23
2020-12-31 $4.0M 32k 127.05
2020-09-30 $3.2M 33k 96.27
2020-06-30 $2.9M 31k 94.04
2020-03-31 $2.7M 30k 90.00
2019-12-31 $4.4M 32k 139.39
2019-09-30 $3.6M 31k 117.66
2019-06-30 $2.1M 18k 111.76
2019-03-31 $2.0M 20k 101.23
2018-12-31 $1.8M 18k 97.59
2018-09-30 $1.7M 15k 112.78
2018-06-30 $1.4M 13k 104.18
2018-03-31 $1.6M 14k 109.90
2017-12-31 $1.6M 15k 106.94
2017-09-30 $1.5M 16k 95.49
2017-06-30 $1.3M 14k 91.37
2017-03-31 $1.9M 22k 87.79
2016-12-31 $1.5M 17k 86.23
2016-09-30 $1.1M 17k 66.57
2016-06-30 $1.1M 18k 60.95
2016-03-31 $1.1M 18k 60.95
2015-12-31 $1.3M 19k 66.02
2015-09-30 $1.1M 18k 60.95
2015-06-30 $747k 11k 66.76
2015-03-31 $658k 11k 60.62
2014-12-31 $717k 12k 62.54
2014-09-30 $691k 12k 60.24
2014-06-30 $679k 12k 57.64
2014-03-31 $586k 9.7k 60.71
2013-12-31 $567k 9.7k 58.51

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Waldron

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.