JPMorgan Chase & Co. shares owned by Waterloo Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 20k | 315.42 |
| 2025-06-30 | $5.9M | 20k | 289.90 |
| 2025-03-31 | $4.4M | 18k | 245.30 |
| 2024-12-31 | $3.9M | 16k | 239.71 |
| 2024-09-30 | $3.6M | 17k | 210.86 |
| 2024-06-30 | $3.3M | 17k | 202.25 |
| 2024-03-31 | $3.4M | 17k | 200.30 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.4M | 9.9k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2020-03-31 | $737k | 8.2k | 90.04 |