JPMorgan Chase & Co. shares owned by Wallace R. Weitz
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wallace R. Weitz
from 13F filings
Historical chart of Wallace R. Weitz investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wallace R. Weitz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 24k | 170.10 |
| 2023-09-30 | $3.4M | 24k | 145.02 |
| 2023-06-30 | $3.4M | 24k | 145.44 |
| 2023-03-31 | $3.1M | 24k | 130.31 |
| 2022-12-31 | $2.7M | 20k | 134.10 |
| 2022-09-30 | $2.1M | 20k | 104.50 |
| 2022-06-30 | $2.3M | 20k | 112.60 |
| 2022-03-31 | $2.3M | 17k | 136.33 |
| 2021-12-31 | $15M | 92k | 158.34 |
| 2021-09-30 | $26M | 160k | 163.69 |
| 2021-06-30 | $25M | 160k | 155.54 |
| 2021-03-31 | $28M | 183k | 152.23 |
| 2020-12-31 | $28M | 220k | 127.07 |
| 2020-09-30 | $25M | 262k | 96.27 |
| 2020-06-30 | $25M | 262k | 94.06 |
| 2020-03-31 | $28M | 312k | 90.03 |
| 2019-12-31 | $34M | 244k | 139.40 |
| 2019-09-30 | $29M | 244k | 117.69 |
| 2019-06-30 | $27M | 244k | 111.80 |
| 2019-03-31 | $25M | 242k | 101.23 |
| 2018-12-31 | $1.5M | 15k | 97.60 |
| 2018-09-30 | $1.4M | 13k | 112.88 |
| 2018-06-30 | $1.3M | 13k | 104.24 |
| 2018-03-31 | $1.4M | 13k | 110.00 |
| 2017-12-31 | $1.3M | 13k | 106.96 |