PYA Waltman Capital »

JPMorgan Chase & Co. shares owned by PYA Waltman Capital

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

Historical chart of PYA Waltman Capital investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by PYA Waltman Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 11k 170.10
2023-09-30 $1.6M 11k 145.02
2023-06-30 $1.5M 9.7k 154.77
2023-03-31 $922k 7.1k 130.31
2022-12-31 $796k 5.9k 134.10
2022-09-30 $544k 5.2k 104.60
2022-06-30 $340k 3.0k 112.62
2022-03-31 $323k 2.4k 136.52
2021-12-31 $300k 1.9k 158.48
2021-09-30 $310k 1.9k 163.76
2021-06-30 $363k 2.3k 155.33
2021-03-31 $331k 2.2k 152.32
2020-12-31 $302k 2.4k 127.27
2020-06-30 $249k 2.7k 93.96