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JPMorgan Chase & Co. shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $372k 1.9k 200.30
2023-09-30 $266k 1.8k 145.02
2021-03-31 $161k 1.1k 152.03
2020-12-31 $135k 1.1k 127.48
2020-09-30 $110k 1.1k 96.49
2020-06-30 $100k 1.1k 94.43
2020-03-31 $95k 1.1k 89.71
2019-12-31 $304k 2.2k 139.19
2019-09-30 $181k 1.5k 117.61
2019-06-30 $240k 2.1k 111.89
2019-03-31 $93k 920 101.09
2018-12-31 $90k 920 97.83
2018-09-30 $104k 920 113.04
2018-06-30 $96k 920 104.35
2018-03-31 $228k 2.1k 110.14
2017-12-31 $96k 900 106.67
2017-09-30 $86k 900 95.56