JPMorgan Chase & Co. shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.1M | 40k | 200.30 |
| 2023-12-31 | $6.9M | 41k | 170.10 |
| 2023-09-30 | $5.9M | 41k | 145.02 |
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $5.3M | 41k | 130.31 |
| 2022-12-31 | $5.5M | 41k | 134.10 |
| 2022-09-30 | $4.3M | 42k | 104.49 |
| 2022-06-30 | $4.6M | 41k | 112.60 |
| 2022-03-31 | $5.2M | 39k | 136.32 |
| 2021-12-31 | $6.3M | 40k | 158.36 |
| 2021-09-30 | $7.0M | 43k | 163.70 |
| 2021-06-30 | $6.8M | 44k | 155.53 |
| 2021-03-31 | $6.5M | 43k | 152.23 |
| 2020-12-31 | $5.4M | 43k | 127.07 |
| 2020-09-30 | $4.0M | 42k | 96.28 |
| 2020-06-30 | $3.8M | 41k | 94.06 |
| 2020-03-31 | $3.6M | 40k | 90.04 |
| 2019-12-31 | $6.9M | 50k | 139.40 |
| 2019-09-30 | $4.7M | 40k | 117.68 |
| 2019-06-30 | $5.5M | 50k | 111.79 |
| 2019-03-31 | $4.1M | 41k | 101.22 |
| 2018-12-31 | $3.6M | 37k | 97.61 |
| 2018-09-30 | $4.2M | 38k | 112.83 |
| 2018-06-30 | $2.4M | 23k | 104.22 |
| 2018-03-31 | $2.8M | 25k | 109.97 |
| 2017-12-31 | $3.3M | 31k | 106.94 |
| 2017-09-30 | $2.9M | 31k | 95.52 |
| 2017-06-30 | $2.7M | 30k | 91.40 |
| 2017-03-31 | $2.6M | 29k | 87.84 |
| 2016-12-31 | $2.5M | 29k | 86.30 |
| 2016-09-30 | $632k | 9.5k | 66.63 |
| 2016-06-30 | $590k | 9.5k | 62.11 |
| 2016-03-31 | $628k | 11k | 59.22 |
| 2015-12-31 | $732k | 11k | 65.99 |