Rothschild & Co Asset Management US Inc. / JPM
Rothschild & Co Asset Management US Inc.’s Jpmorgan Chase & Co Position
Does Rothschild & Co Asset Management US Inc. own Jpmorgan Chase & Co (JPM)? Yes — 1.30M shares worth $174M (+2.65% of its 13F portfolio) as of Q4 2022, up from 1.28M shares the prior filed quarter.
Position Value
$174M
Q4 2022
Shares
1.30M
% of Portfolio
+2.65%
Quarters Held
17
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 1.30M | $174M | +2.65% |
| Q3 2022 | 1.28M | $133M | +2.28% |
| Q2 2022 | 1.35M | $152M | +2.34% |
| Q1 2022 | 1.38M | $188M | +2.40% |
| Q4 2021 | 1.34M | $213M | +2.50% |
| Q3 2021 | 1.37M | $224M | +2.77% |
| Q2 2021 | 1.38M | $215M | +2.55% |
| Q1 2021 | 1.34M | $204M | +2.51% |
| Q4 2020 | 1.56M | $198M | +2.55% |
| Q3 2020 | 930.6K | $90M | +1.61% |
| Q2 2020 | 1.20M | $113M | +1.66% |
| Q1 2020 | 1.32M | $119M | +1.86% |
| Q4 2019 | 1.39M | $193M | +2.01% |
| Q3 2019 | 1.41M | $166M | +1.79% |
| Q2 2019 | 1.44M | $161M | +1.71% |
| Q1 2019 | 1.51M | $153M | +1.64% |
| Q4 2018 | 1.53M | $150M | +1.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Asset Management US Inc.’s full portfolio or all institutional holders of JPM.