SEC 13F Intelligence

Private Asset Management Inc / JPM

Private Asset Management Inc’s Jpmorgan Chase & Co Position

Does Private Asset Management Inc own Jpmorgan Chase & Co (JPM)? Yes96.5K shares worth $14M (+3.29% of its 13F portfolio) as of Q3 2023, down from 112.0K shares the prior filed quarter.

Position Value
$14M
Q3 2023
Shares
96.5K
% of Portfolio
+3.29%
Quarters Held
20
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $17MQ2 ’19: $18MQ3 ’19: $18MQ3 ’19Q4 ’19: $21MQ1 ’20: $14MQ2 ’20: $14MQ2 ’20Q3 ’20: $15MQ4 ’20: $19MQ1 ’21: $22MQ1 ’21Q2 ’21: $23MQ3 ’21: $24MQ4 ’21: $23MQ4 ’21Q1 ’22: $19MQ2 ’22: $16MQ3 ’22: $15MQ3 ’22Q4 ’22: $18,873Q1 ’23: $18MQ2 ’23: $16MQ2 ’23Q3 ’23: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202396.5K$14M+3.29%
Q2 2023112.0K$16M+3.13%
Q1 2023135.1K$18M+2.90%
Q4 2022140.7K$18,873+3.20%
Q3 2022142.0K$15M+2.62%
Q2 2022143.0K$16M+2.62%
Q1 2022141.9K$19M+2.62%
Q4 2021144.9K$23M+2.82%
Q3 2021145.3K$24M+3.24%
Q2 2021146.2K$23M+3.03%
Q1 2021147.7K$22M+3.15%
Q4 2020148.8K$19M+2.83%
Q3 2020152.3K$15M+2.44%
Q2 2020152.9K$14M+2.56%
Q1 2020152.5K$14M+2.89%
Q4 2019153.1K$21M+3.48%
Q3 2019156.8K$18M+3.19%
Q2 2019163.8K$18M+3.12%
Q1 2019166.4K$17M+3.00%
Q4 2018177.7K$17M+3.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Asset Management Inc’s full portfolio or all institutional holders of JPM.