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JPMorgan Chase & Co. shares owned by Private Ocean

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

Historical chart of Private Ocean investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $285k 1.4k 200.30
2023-12-31 $246k 1.4k 170.10
2023-09-30 $204k 1.4k 145.02
2023-06-30 $182k 1.3k 145.44
2023-03-31 $124k 955 130.29
2022-12-31 $109k 812 134.04
2022-09-30 $86k 823 104.50
2022-06-30 $128k 1.1k 111.89
2022-03-31 $113k 830 136.14
2021-12-31 $129k 812 158.87
2021-09-30 $128k 783 163.47
2021-06-30 $115k 740 155.41
2021-03-31 $161k 1.1k 151.89
2020-12-31 $139k 1.1k 127.41
2020-09-30 $128k 1.3k 96.39
2020-06-30 $118k 1.3k 93.87
2020-03-31 $125k 1.4k 89.61
2019-12-31 $289k 2.1k 139.88
2019-09-30 $166k 1.4k 118.32
2019-06-30 $114k 1.0k 111.00
2019-03-31 $109k 1.1k 101.21
2018-12-31 $105k 1.1k 97.49
2018-09-30 $135k 1.2k 113.07
2018-06-30 $281k 2.7k 104.31
2018-03-31 $186k 1.7k 109.80
2017-12-31 $93k 870 106.90
2017-09-30 $71k 740 95.95
2017-06-30 $68k 740 91.89
2017-03-31 $65k 740 87.84
2016-12-31 $64k 740 86.49
2016-09-30 $49k 740 66.22
2016-06-30 $46k 740 62.16
2016-03-31 $44k 740 59.46
2015-12-31 $49k 740 66.22
2015-09-30 $45k 201 223.88
2015-06-30 $14k 201 69.65
2015-03-31 $12k 200 60.00
2014-09-30 $9.0k 150 60.00
2014-06-30 $9.0k 150 60.00

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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.