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JPMorgan Chase & Co. shares owned by Wittenberg Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wittenberg Investment Management from 13F filings

Historical chart of Wittenberg Investment Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wittenberg Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 21k 315.43
2025-06-30 $6.2M 21k 289.91
2025-03-31 $5.4M 22k 245.30
2024-12-31 $9.8M 32k 305.32
2024-09-30 $9.8M 46k 210.86
2024-06-30 $9.4M 46k 202.26
2024-03-31 $9.3M 46k 200.30
2023-09-30 $6.7M 46k 145.02
2023-06-30 $6.8M 47k 145.45
2023-03-31 $6.2M 48k 130.30
2022-12-31 $6.4M 48k 134.10
2022-09-30 $5.0M 48k 104.50
2022-06-30 $5.4M 48k 112.61
2022-03-31 $6.6M 48k 136.33
2021-12-31 $7.7M 48k 158.35
2021-09-30 $8.0M 49k 163.69
2021-06-30 $7.6M 49k 155.55
2021-03-31 $7.4M 49k 152.22
2020-12-31 $6.7M 53k 127.06
2020-09-30 $5.1M 53k 96.27
2020-06-30 $5.0M 53k 94.06
2020-03-31 $4.8M 53k 90.04
2019-12-31 $7.4M 53k 139.40
2019-09-30 $6.5M 55k 117.69
2019-06-30 $6.1M 55k 111.80
2019-03-31 $5.8M 57k 101.23
2018-12-31 $5.6M 57k 97.61
2018-09-30 $5.5M 48k 112.85
2018-06-30 $5.1M 49k 104.21
2018-03-31 $5.4M 49k 109.97
2017-12-31 $5.4M 51k 106.94
2017-09-30 $4.9M 51k 95.51
2017-06-30 $4.7M 52k 91.41
2017-03-31 $4.5M 52k 87.84
2016-12-31 $5.7M 66k 86.29

More positions owned by Wittenberg Investment Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Siriusxm Holdings Common Stock (SIRI)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Warner Bros Discovery Com Ser A (WBD)
JPMorgan Chase & Co. (JPM)
Liberty Broadband Corp Com Ser A (LBRDA)
Microsoft Corporation (MSFT)
Scripps E W Co Ohio Cl A New (SSP)
Liberty Media Corp Del Com Lbty Liv S A (LLYVA)
Tidewater (TDW)
Liberty Latin America Com Cl A (LILA)
Live Nation Entertainment (LYV)
Liberty Latin America Com Cl C (LILAK)

View all positions for Wittenberg Investment Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.