JPMorgan Chase & Co. shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Weatherly Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 14k | 315.42 |
| 2025-06-30 | $4.1M | 14k | 289.90 |
| 2025-03-31 | $3.5M | 14k | 245.29 |
| 2024-12-31 | $3.3M | 14k | 239.70 |
| 2024-09-30 | $2.9M | 14k | 210.85 |
| 2024-06-30 | $2.3M | 12k | 202.26 |
| 2024-03-31 | $2.3M | 12k | 200.30 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.8M | 12k | 145.02 |
| 2023-06-30 | $1.8M | 12k | 145.44 |
| 2023-03-31 | $1.6M | 12k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.49 |
| 2022-06-30 | $1.5M | 13k | 112.58 |
| 2022-03-31 | $1.8M | 14k | 136.29 |
| 2021-12-31 | $2.1M | 13k | 158.39 |
| 2021-09-30 | $2.2M | 13k | 163.68 |
| 2021-06-30 | $2.2M | 14k | 155.51 |
| 2021-03-31 | $2.2M | 14k | 152.20 |
| 2020-12-31 | $1.8M | 14k | 127.09 |
| 2020-09-30 | $1.4M | 14k | 96.25 |
| 2020-06-30 | $1.4M | 15k | 94.03 |
| 2020-03-31 | $1.3M | 15k | 90.00 |
| 2019-12-31 | $2.1M | 15k | 139.40 |
| 2019-09-30 | $1.7M | 15k | 117.67 |
| 2019-06-30 | $1.7M | 15k | 111.77 |
| 2019-03-31 | $1.5M | 15k | 101.22 |
| 2018-12-31 | $1.5M | 16k | 97.62 |
| 2018-09-30 | $1.7M | 15k | 112.86 |
| 2018-06-30 | $1.5M | 15k | 104.20 |
| 2018-03-31 | $1.6M | 15k | 109.96 |
| 2017-12-31 | $1.9M | 18k | 106.97 |
| 2017-09-30 | $1.7M | 18k | 95.50 |
| 2017-06-30 | $1.6M | 18k | 91.40 |
| 2017-03-31 | $1.6M | 18k | 87.86 |
| 2016-12-31 | $1.6M | 18k | 86.31 |
| 2016-09-30 | $1.2M | 18k | 66.57 |
| 2016-06-30 | $1.1M | 1.6k | 692.26 |
| 2016-03-31 | $1.2M | 21k | 59.18 |
| 2015-12-31 | $1.3M | 20k | 65.99 |
| 2015-09-30 | $1.0M | 17k | 60.94 |
| 2015-06-30 | $1.2M | 17k | 67.76 |
| 2015-03-31 | $1.1M | 18k | 60.54 |
| 2014-12-31 | $1.2M | 19k | 62.59 |
| 2014-09-30 | $1.1M | 18k | 60.21 |
| 2014-06-30 | $1.1M | 19k | 57.62 |
| 2014-03-31 | $1.1M | 19k | 60.70 |
| 2013-12-31 | $1.1M | 20k | 58.46 |
| 2013-09-30 | $990k | 19k | 51.69 |
| 2013-06-30 | $1.1M | 20k | 52.79 |
More positions owned by Weatherly Asset Management
View all positions for Weatherly Asset Management