Bartlett & Co. LLC’s Jpmorgan Chase & Co Position
Does Bartlett & Co. LLC own Jpmorgan Chase & Co (JPM)? Yes — 821.1K shares worth $140M (+2.27% of its 13F portfolio) as of Q4 2023, up from 818.7K shares the prior filed quarter.
Position Value
$140M
Q4 2023
Shares
821.1K
% of Portfolio
+2.27%
Quarters Held
18
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 821.1K | $140M | +2.27% |
| Q3 2023 | 818.7K | $119M | +2.13% |
| Q2 2023 | 813.7K | $118M | +2.05% |
| Q1 2023 | 736.3K | $96M | +1.85% |
| Q4 2022 | 725.1K | $97M | +1.96% |
| Q3 2022 | 719.9K | $75M | +1.62% |
| Q2 2022 | 720.8K | $81M | +1.64% |
| Q1 2022 | 718.0K | $98M | +1.71% |
| Q3 2021 | 676.7K | $111M | +2.11% |
| Q2 2021 | 673.5K | $105M | +2.00% |
| Q1 2021 | 671.8K | $102M | +2.06% |
| Q4 2020 | 666.2K | $85M | +1.81% |
| Q3 2020 | 666.3K | $64M | +1.51% |
| Q2 2020 | 655.1K | $62M | +1.61% |
| Q1 2020 | 643.5K | $58M | +1.77% |
| Q3 2019 | 643.7K | $76M | +1.99% |
| Q2 2019 | 242.2K | $27M | +1.01% |
| Q1 2019 | 226.4K | $23M | +0.88% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of JPM.