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JPMorgan Chase & Co. shares owned by Fernwood Investment Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Fernwood 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 Fernwood Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 1.0k 200.30
2022-12-31 $216k 1.6k 134.10
2021-12-31 $245k 1.5k 158.17
2021-09-30 $234k 1.4k 163.75
2021-06-30 $231k 1.5k 155.77
2019-09-30 $643k 5.5k 117.72
2013-12-31 $623k 11k 58.50