JPMorgan Chase & Co. shares owned by Welch Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Welch Capital Partners
from 13F filings
Historical chart of Welch Capital Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Welch Capital Partners 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 Welch Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $207k | 642 | 322.43 |
| 2025-09-30 | $203k | 642 | 316.20 |
| 2018-12-31 | $1.7M | 18k | 97.62 |
| 2018-09-30 | $2.0M | 18k | 112.85 |
| 2018-06-30 | $1.8M | 17k | 104.18 |
| 2018-03-31 | $1.9M | 17k | 109.98 |
| 2017-12-31 | $1.8M | 17k | 106.96 |
| 2017-09-30 | $1.6M | 17k | 95.53 |
| 2016-09-30 | $2.9M | 44k | 66.58 |
| 2016-06-30 | $2.7M | 44k | 62.15 |
| 2016-03-31 | $2.6M | 45k | 59.21 |
| 2015-12-31 | $3.0M | 45k | 66.02 |