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JPMorgan Chase & Co. shares owned by Whalerock Point Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Whalerock Point Partners from 13F filings

Historical chart of Whalerock Point Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Whalerock Point Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Whalerock Point Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 48k 170.10
2023-09-30 $7.2M 50k 145.02
2023-06-30 $7.2M 50k 145.44
2023-03-31 $6.5M 50k 130.31
2022-12-31 $6.7M 50k 134.10
2022-09-30 $5.0M 5.0k 1000.00
2022-06-30 $5.4M 48k 112.62
2022-03-31 $6.4M 47k 136.32
2021-12-31 $7.2M 45k 158.35
2021-09-30 $7.2M 44k 163.69
2021-06-30 $6.6M 42k 155.54
2021-03-31 $6.3M 42k 152.23
2020-12-31 $5.2M 41k 127.07
2020-09-30 $4.1M 4.1k 999.90
2020-06-30 $4.0M 43k 94.05
2020-03-31 $3.6M 41k 90.04
2019-12-31 $5.4M 39k 139.40
2019-09-30 $4.9M 41k 117.69
2019-06-30 $4.6M 41k 111.81
2019-03-31 $4.2M 41k 101.24
2018-12-31 $3.7M 37k 97.62
2018-09-30 $4.4M 39k 112.83
2018-06-30 $4.0M 39k 104.19
2018-03-31 $6.2M 57k 109.96
2017-12-31 $6.1M 57k 106.95
2017-09-30 $5.2M 55k 95.51
2017-06-30 $5.0M 55k 91.40
2017-03-31 $5.0M 56k 87.84
2016-12-31 $4.9M 57k 86.29
2016-09-30 $3.9M 59k 66.38
2016-03-31 $3.5M 58k 59.13
2015-12-31 $3.7M 56k 66.02
2015-09-30 $3.4M 55k 60.96
2015-06-30 $3.5M 51k 67.75
2015-03-31 $2.5M 41k 60.57
2014-12-31 $2.7M 43k 62.58
2014-09-30 $2.5M 41k 60.23
2014-06-30 $2.3M 41k 57.60
2014-03-31 $1.9M 31k 60.68
2013-12-31 $1.7M 29k 58.46