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JPMorgan Chase & Co. shares owned by Walter & Keenan Financial Consulting

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

Historical chart of Walter & Keenan Financial Consulting investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 45k 210.86
2024-06-30 $9.3M 46k 202.26
2024-03-31 $9.2M 46k 200.30
2023-12-31 $7.9M 47k 170.10
2023-09-30 $6.8M 47k 145.02
2023-06-30 $8.2M 57k 145.44
2023-03-31 $7.5M 58k 130.31
2022-12-31 $8.0M 60k 134.10
2022-09-30 $6.2M 60k 104.50
2022-06-30 $5.9M 52k 112.61
2022-03-31 $7.1M 52k 136.34
2021-12-31 $8.3M 52k 158.36
2021-09-30 $8.9M 55k 163.68
2021-06-30 $8.8M 57k 155.51
2021-03-31 $8.9M 58k 152.23
2020-12-31 $7.8M 61k 127.07
2020-09-30 $6.0M 62k 96.28
2020-06-30 $5.9M 63k 94.04
2020-03-31 $697k 8.2k 84.74
2019-12-31 $8.9M 64k 139.41
2019-09-30 $8.6M 73k 117.69
2019-06-30 $7.4M 66k 111.81
2019-03-31 $6.8M 67k 101.22
2018-12-31 $6.4M 66k 97.62
2018-09-30 $8.2M 64k 128.50
2018-06-30 $7.2M 69k 104.19
2018-03-31 $7.9M 72k 109.97
2017-12-31 $7.7M 72k 106.94
2017-09-30 $6.5M 68k 95.51
2017-06-30 $6.1M 67k 91.39
2017-03-31 $5.9M 67k 87.83
2016-12-31 $6.3M 74k 86.28
2016-09-30 $5.3M 79k 66.60
2016-06-30 $5.1M 82k 62.14
2016-03-31 $4.9M 82k 59.22
2015-12-31 $5.2M 79k 66.03
2015-09-30 $4.8M 79k 60.97
2015-06-30 $5.4M 79k 67.77
2015-03-31 $4.8M 80k 60.58
2014-12-31 $5.1M 82k 62.58
2014-09-30 $4.8M 80k 60.25
2014-06-30 $5.3M 93k 57.62
2014-03-31 $5.7M 94k 60.74

More positions owned by Walter & Keenan Financial Consulting

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Walter & Keenan Financial Consulting

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Royal Bank of Canada
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.