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JPMorgan Chase & Co. shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 14k 200.30
2023-12-31 $2.2M 13k 170.10
2023-09-30 $1.9M 13k 145.02
2023-06-30 $1.9M 13k 145.44
2023-03-31 $1.7M 13k 130.31
2022-12-31 $1.8M 14k 134.10
2022-09-30 $1.5M 14k 104.47
2022-06-30 $1.6M 14k 112.58
2022-03-31 $1.9M 14k 136.34
2021-12-31 $2.3M 14k 158.36
2021-09-30 $2.4M 15k 163.70
2021-06-30 $2.3M 15k 155.52
2021-03-31 $2.4M 16k 152.25
2020-12-31 $2.0M 16k 127.06
2020-09-30 $1.5M 16k 96.27
2020-06-30 $1.5M 16k 94.05
2020-03-31 $1.4M 16k 90.03
2019-12-31 $2.3M 16k 139.41
2019-09-30 $2.0M 17k 117.67
2019-06-30 $1.9M 17k 111.78
2019-03-31 $1.6M 16k 101.21
2018-12-31 $1.7M 17k 97.61
2018-09-30 $2.4M 21k 112.83
2018-06-30 $2.3M 22k 104.22
2018-03-31 $2.4M 22k 109.98
2017-12-31 $2.3M 21k 106.92
2017-09-30 $2.0M 21k 95.50
2017-06-30 $2.0M 22k 91.42
2017-03-31 $1.9M 22k 87.85
2016-12-31 $2.3M 27k 86.30
2016-09-30 $1.9M 28k 66.60
2016-06-30 $1.7M 28k 62.15
2016-03-31 $1.7M 29k 59.23
2015-12-31 $1.9M 29k 66.03
2015-09-30 $1.7M 29k 60.99
2015-06-30 $1.9M 29k 67.75
2015-03-31 $1.7M 29k 60.57
2014-12-31 $1.8M 29k 62.60

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.