JPMorgan Chase & Co. shares owned by Ken Roberts Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ken Roberts Investment Management
from 13F filings
Historical chart of Ken Roberts Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ken Roberts Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $50k | 250 | 200.30 |
| 2016-09-30 | $6.9M | 104k | 66.59 |
| 2016-06-30 | $6.6M | 106k | 62.14 |
| 2016-03-31 | $6.5M | 109k | 59.22 |
| 2015-12-31 | $7.3M | 111k | 66.03 |
| 2015-09-30 | $7.0M | 114k | 60.97 |
| 2015-06-30 | $7.8M | 116k | 67.76 |
| 2015-03-31 | $7.4M | 122k | 60.58 |
| 2014-12-31 | $7.5M | 120k | 62.58 |
| 2014-09-30 | $7.2M | 120k | 60.24 |
| 2014-06-30 | $6.7M | 117k | 57.62 |
| 2014-03-31 | $6.0M | 99k | 60.71 |
| 2013-12-31 | $6.0M | 102k | 58.48 |
| 2013-09-30 | $5.4M | 104k | 51.69 |
| 2013-06-30 | $5.6M | 105k | 52.79 |
| 2013-03-31 | $5.1M | 108k | 47.46 |
| 2012-12-31 | $7.5M | 171k | 43.97 |
| 2012-09-30 | $6.9M | 171k | 40.48 |
| 2012-06-30 | $5.9M | 165k | 35.73 |
| 2012-03-31 | $7.1M | 154k | 45.98 |
| 2011-12-31 | $5.2M | 157k | 33.25 |
| 2011-09-30 | $4.9M | 162k | 30.12 |
| 2011-06-30 | $6.7M | 163k | 40.94 |
| 2011-03-31 | $7.6M | 166k | 46.10 |
| 2010-12-31 | $7.1M | 168k | 42.42 |
More positions owned by Ken Roberts Investment Management
View all positions for Ken Roberts Investment Management