Eagle Ridge Investment Management / JPM
Eagle Ridge Investment Management’s Jpmorgan Chase & Co Position
Does Eagle Ridge Investment Management own Jpmorgan Chase & Co (JPM)? Yes — 69.9K shares worth $17M (+1.46% of its 13F portfolio) as of Q4 2024, up from 69.2K shares the prior filed quarter.
Position Value
$17M
Q4 2024
Shares
69.9K
% of Portfolio
+1.46%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 69.9K | $17M | +1.46% |
| Q3 2024 | 69.2K | $15M | +1.28% |
| Q2 2024 | 69.2K | $14M | +1.30% |
| Q1 2024 | 69.8K | $14M | +1.29% |
| Q4 2023 | 71.8K | $12M | +1.20% |
| Q3 2023 | 71.7K | $10M | +1.13% |
| Q2 2023 | 72.4K | $11M | +1.10% |
| Q1 2023 | 76.7K | $10M | +1.12% |
| Q4 2022 | 77.2K | $10M | +1.21% |
| Q3 2022 | 77.8K | $8M | +1.02% |
| Q2 2022 | 77.7K | $9M | +1.05% |
| Q1 2022 | 75.0K | $10M | +1.09% |
| Q4 2021 | 73.5K | $12M | +1.22% |
| Q3 2021 | 75.2K | $12M | +1.37% |
| Q2 2021 | 73.3K | $11M | +1.32% |
| Q1 2021 | 74.7K | $11M | +1.37% |
| Q4 2020 | 82.2K | $10M | +1.32% |
| Q3 2020 | 84.2K | $8M | +1.13% |
| Q2 2020 | 84.5K | $8M | +1.20% |
| Q1 2020 | 91.1K | $8M | +1.43% |
| Q4 2019 | 101.6K | $14M | +1.90% |
| Q3 2019 | 100.5K | $12M | +1.71% |
| Q2 2019 | 102.6K | $11M | +1.66% |
| Q1 2019 | 104.2K | $11M | +1.55% |
| Q4 2018 | 102.8K | $10M | +1.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eagle Ridge Investment Management’s full portfolio or all institutional holders of JPM.