JPMorgan Chase & Co. shares owned by West Branch Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 34k | 315.43 |
| 2025-06-30 | $9.8M | 34k | 289.91 |
| 2025-03-31 | $8.4M | 34k | 245.30 |
| 2024-12-31 | $7.9M | 33k | 239.71 |
| 2024-09-30 | $6.8M | 32k | 210.86 |
| 2024-06-30 | $6.5M | 32k | 202.26 |
| 2024-03-31 | $6.4M | 32k | 200.30 |
| 2023-12-31 | $5.1M | 30k | 170.10 |
| 2023-09-30 | $4.2M | 29k | 145.02 |
| 2023-06-30 | $4.3M | 29k | 145.44 |
| 2023-03-31 | $3.8M | 29k | 130.31 |
| 2022-12-31 | $4.0M | 30k | 134.10 |
| 2022-09-30 | $3.1M | 29k | 104.49 |
| 2022-06-30 | $3.3M | 29k | 112.62 |
| 2022-03-31 | $4.0M | 29k | 136.31 |
| 2021-12-31 | $5.0M | 32k | 158.36 |
| 2021-09-30 | $5.0M | 31k | 163.70 |
| 2021-06-30 | $4.8M | 31k | 155.55 |
| 2021-03-31 | $4.6M | 30k | 152.22 |
| 2020-12-31 | $3.9M | 31k | 127.08 |
| 2020-09-30 | $3.2M | 33k | 96.27 |
| 2020-06-30 | $3.2M | 34k | 94.05 |
| 2020-03-31 | $2.9M | 32k | 90.02 |
| 2019-12-31 | $4.7M | 34k | 139.39 |
| 2019-09-30 | $4.3M | 37k | 117.68 |
| 2019-06-30 | $4.1M | 37k | 111.81 |
| 2019-03-31 | $3.6M | 35k | 101.22 |
| 2018-12-31 | $3.5M | 36k | 97.62 |
| 2018-09-30 | $4.2M | 37k | 112.83 |
| 2018-06-30 | $3.9M | 38k | 104.19 |
| 2018-03-31 | $3.3M | 30k | 109.97 |