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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.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
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 $1.3M 22k 62.14
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

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Fidelity Merrimack Str Tr Common (FBND)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Costco Whsl Corp Common (COST)
Waste Mgmt Inc Del Common (WM)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Ishares Tr Common (ITOT)

View all positions for Weatherly Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.