JPMorgan Chase & Co. shares owned by Gradient Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $41M | 204k | 200.30 |
| 2023-12-31 | $36M | 214k | 170.10 |
| 2023-09-30 | $36M | 246k | 145.02 |
| 2023-06-30 | $35M | 241k | 145.44 |
| 2023-03-31 | $31M | 237k | 130.31 |
| 2022-12-31 | $31M | 229k | 134.10 |
| 2022-09-30 | $28M | 267k | 104.50 |
| 2022-06-30 | $30M | 268k | 112.61 |
| 2022-03-31 | $31M | 227k | 136.32 |
| 2021-12-31 | $36M | 229k | 158.35 |
| 2021-09-30 | $36M | 219k | 163.69 |
| 2021-06-30 | $30M | 190k | 155.54 |
| 2021-03-31 | $27M | 178k | 152.23 |
| 2020-12-31 | $19M | 194k | 96.27 |
| 2020-09-30 | $19M | 196k | 96.27 |
| 2020-06-30 | $17M | 180k | 94.06 |
| 2020-03-31 | $11M | 124k | 90.03 |
| 2019-12-31 | $15M | 106k | 139.40 |
| 2019-09-30 | $13M | 109k | 117.69 |
| 2019-06-30 | $12M | 103k | 111.80 |
| 2019-03-31 | $7.8M | 77k | 101.23 |
| 2018-12-31 | $8.3M | 85k | 97.62 |
| 2018-09-30 | $9.5M | 85k | 112.83 |
| 2018-06-30 | $8.4M | 80k | 104.20 |
| 2018-03-31 | $8.5M | 77k | 109.97 |
| 2017-12-31 | $8.7M | 81k | 106.94 |
| 2017-09-30 | $7.5M | 79k | 95.51 |
| 2017-06-30 | $6.9M | 76k | 91.40 |
| 2017-03-31 | $6.1M | 70k | 87.85 |
| 2016-12-31 | $6.6M | 77k | 86.29 |
| 2016-09-30 | $4.9M | 73k | 66.59 |
| 2016-06-30 | $4.2M | 68k | 62.15 |
| 2016-03-31 | $3.6M | 61k | 59.22 |
| 2015-12-31 | $101k | 1.5k | 65.84 |
| 2015-09-30 | $71k | 1.2k | 61.05 |
| 2015-06-30 | $90k | 1.3k | 67.77 |
| 2015-03-31 | $51k | 849 | 60.07 |
| 2014-12-31 | $34k | 537 | 63.31 |
| 2014-09-30 | $3.0M | 49k | 60.24 |
| 2014-06-30 | $2.6M | 44k | 57.62 |
| 2014-03-31 | $2.1M | 35k | 60.72 |
| 2013-12-31 | $42k | 712 | 58.99 |
| 2013-09-30 | $55k | 1.1k | 51.55 |
| 2013-06-30 | $1.3M | 24k | 52.79 |