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JPMorgan Chase & Co. shares owned by Warwick Investment Management

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

Historical chart of Warwick Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Warwick Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $336k 2.0k 170.07
2023-09-30 $220k 1.5k 145.02
2023-06-30 $220k 1.5k 145.40
2022-09-30 $402k 3.8k 104.44
2021-12-31 $221k 1.4k 158.54

More positions owned by Warwick Investment Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Select Sector Spdr Tr Energy (XLE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Warwick Investment Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.