SEC 13F Intelligence

M&R Capital Management Inc / JPM

M&R Capital Management Inc’s Jpmorgan Chase & Co Position

Does M&R Capital Management Inc own Jpmorgan Chase & Co (JPM)? Yes56.4K shares worth $12M (+2.62% of its 13F portfolio) as of Q3 2024, up from 56.3K shares the prior filed quarter.

Position Value
$12M
Q3 2024
Shares
56.4K
% of Portfolio
+2.62%
Quarters Held
24
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $9MQ3 ’19Q4 ’19: $10MQ1 ’20: $6MQ2 ’20: $6MQ2 ’20Q3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $7MQ1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $10MQ1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202456.4K$12M+2.62%
Q2 202456.3K$11M+2.72%
Q1 202456.1K$11M+2.75%
Q4 202357.7K$10M+2.45%
Q3 202357.7K$8M+2.29%
Q2 202356.6K$8M+2.14%
Q1 202355.9K$7M+2.04%
Q4 202255.5K$7M+2.05%
Q3 202255.4K$6M+1.63%
Q2 202255.3K$6M+1.63%
Q1 202256.1K$8M+1.64%
Q4 202155.7K$9M+1.83%
Q3 202156.0K$9M+2.08%
Q2 202155.8K$9M+1.99%
Q1 202154.4K$8M+2.07%
Q4 202056.1K$7M+1.62%
Q3 202061.5K$6M+1.47%
Q2 202060.9K$6M+1.53%
Q1 202068.3K$6M+1.83%
Q4 201973.8K$10M+2.31%
Q3 201974.2K$9M+2.03%
Q2 201977.4K$9M+1.96%
Q1 201976.2K$9M+1.99%
Q4 201876.9K$8M+1.96%

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