JPMorgan Chase & Co. shares owned by Whitener Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Whitener Capital 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 Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 78k | 315.43 |
| 2025-06-30 | $23M | 78k | 289.91 |
| 2025-03-31 | $20M | 80k | 245.30 |
| 2024-12-31 | $19M | 80k | 239.71 |
| 2024-09-30 | $17M | 80k | 210.86 |
| 2024-06-30 | $16M | 80k | 202.26 |
| 2024-03-31 | $16M | 78k | 200.30 |
| 2023-12-31 | $13M | 78k | 170.10 |
| 2023-09-30 | $11M | 78k | 145.02 |
| 2023-06-30 | $11M | 79k | 145.44 |
| 2023-03-31 | $10M | 79k | 130.31 |
| 2022-12-31 | $11M | 81k | 134.10 |
| 2022-09-30 | $8.1M | 77k | 104.51 |
| 2022-06-30 | $8.6M | 76k | 112.61 |
| 2022-03-31 | $10M | 75k | 136.32 |
| 2021-12-31 | $12M | 73k | 158.35 |
| 2021-09-30 | $9.0M | 71k | 127.06 |
| 2021-06-30 | $11M | 72k | 155.53 |
| 2021-03-31 | $11M | 71k | 152.23 |
| 2020-12-31 | $9.0M | 71k | 127.06 |
| 2020-09-30 | $6.8M | 71k | 96.26 |
| 2020-06-30 | $6.5M | 69k | 94.05 |
| 2020-03-31 | $6.0M | 67k | 90.02 |
| 2019-12-31 | $8.8M | 63k | 139.40 |
| 2019-09-30 | $7.3M | 62k | 117.69 |
| 2019-06-30 | $6.8M | 61k | 111.78 |
| 2019-03-31 | $6.1M | 61k | 101.22 |
| 2018-12-31 | $5.7M | 58k | 97.61 |
| 2018-09-30 | $6.6M | 58k | 112.83 |
| 2018-06-30 | $6.0M | 58k | 104.19 |
| 2018-03-31 | $6.2M | 57k | 109.96 |
| 2017-12-31 | $5.8M | 54k | 106.94 |
More positions owned by Whitener Capital Management
View all positions for Whitener Capital Management