JPM JPMORGAN CHASE & CO

Ownership history in PM CAPITAL Ltd  ·  35 quarters on record

This page tracks every 13F SEC filing in which PM CAPITAL Ltd reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.86% (2015 Q2)
Avg. % of fund
7.52%
First filed
2015 Q1
Last filed
2023 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2023 Q3 REDUCED 208,929 -60,226 -22.4% 7.12% $30.3M $137.07
2023 Q2 REDUCED 269,155 -15,734 -5.5% 8.18% $39.1M $136.53
2023 Q1 UNCHANGED 284,889 0% 7.72% $37.1M $121.37
2022 Q4 UNCHANGED 284,889 0% 8.03% $38.2M $123.99
2022 Q3 UNCHANGED 284,889 0% 7.87% $29.8M $95.76
2022 Q2 UNCHANGED 284,889 0% 8.31% $32.1M $102.29
2022 Q1 ADDED 284,889 +37,911 +15.3% 7.59% $38.8M $122.91
2021 Q4 REDUCED 246,978 -10,000 -3.9% 7.47% $39.1M $141.93
2021 Q3 REDUCED 256,978 -7,770 -2.9% 7.90% $42.1M $145.83
2021 Q2 UNCHANGED 264,748 0% 7.42% $41.2M $137.78
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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