JPMorgan Chase & Co. shares owned by Waratah Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waratah Capital Advisors
from 13F filings
Historical chart of Waratah Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Waratah Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.7M | 57k | 170.10 |
| 2023-09-30 | $10M | 69k | 145.02 |
| 2023-06-30 | $4.5M | 31k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-09-30 | $1.4M | 13k | 104.52 |
| 2022-06-30 | $510k | 4.5k | 112.46 |
| 2021-12-31 | $18M | 113k | 158.35 |
| 2021-09-30 | $26M | 159k | 163.69 |
| 2021-06-30 | $15M | 97k | 155.54 |
| 2021-03-31 | $19M | 123k | 152.23 |
| 2020-12-31 | $9.6M | 75k | 127.07 |
| 2020-09-30 | $1.3M | 14k | 96.30 |
| 2020-06-30 | $21M | 219k | 94.06 |
| 2017-06-30 | $2.0M | 22k | 91.41 |
| 2013-12-31 | $4.3M | 73k | 58.48 |