JPMorgan Chase & Co. shares owned by CWM
Historical chart of CWM investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by CWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $66M | 327k | 200.30 |
| 2023-12-31 | $50M | 296k | 170.10 |
| 2023-09-30 | $35M | 238k | 145.02 |
| 2023-06-30 | $30M | 207k | 145.44 |
| 2023-03-31 | $24M | 182k | 130.31 |
| 2022-12-31 | $20M | 152k | 134.10 |
| 2022-09-30 | $14M | 129k | 104.50 |
| 2022-06-30 | $11M | 101k | 112.61 |
| 2022-03-31 | $13M | 94k | 136.32 |
| 2021-12-31 | $13M | 82k | 158.35 |
| 2021-06-30 | $9.7M | 62k | 155.54 |
| 2021-03-31 | $9.5M | 62k | 152.23 |
| 2020-12-31 | $9.3M | 73k | 127.07 |
| 2020-09-30 | $8.4M | 87k | 96.27 |
| 2020-06-30 | $9.7M | 62k | 155.54 |
| 2020-03-31 | $9.7M | 62k | 155.54 |
| 2019-12-31 | $9.7M | 62k | 155.54 |
| 2019-09-30 | $9.7M | 62k | 155.54 |
| 2019-06-30 | $9.7M | 62k | 155.54 |
| 2019-03-31 | $9.7M | 62k | 155.54 |
| 2018-12-31 | $2.2M | 22k | 97.62 |
| 2018-09-30 | $2.0M | 18k | 112.86 |
| 2018-06-30 | $1.6M | 16k | 104.21 |
| 2018-03-31 | $1.6M | 14k | 109.98 |
| 2017-12-31 | $1.4M | 13k | 106.93 |
| 2017-09-30 | $1.2M | 13k | 95.48 |
| 2017-06-30 | $1.3M | 14k | 91.41 |
| 2017-03-31 | $1.6M | 19k | 87.83 |
| 2016-12-31 | $6.2M | 72k | 86.28 |
| 2016-09-30 | $4.2M | 62k | 66.59 |
| 2016-06-30 | $4.3M | 70k | 62.14 |
| 2016-03-31 | $3.4M | 57k | 59.23 |
| 2015-12-31 | $12M | 181k | 66.03 |
| 2015-09-30 | $14M | 236k | 60.97 |
| 2015-06-30 | $16M | 229k | 67.76 |
| 2015-03-31 | $14M | 227k | 60.58 |
| 2014-12-31 | $15M | 233k | 62.58 |
| 2014-09-30 | $3.5M | 58k | 60.25 |
| 2014-06-30 | $480k | 8.3k | 57.66 |
| 2013-12-31 | $759k | 13k | 58.50 |
| 2013-09-30 | $260k | 5.0k | 51.69 |