Grassi Investment Management / JPM
Grassi Investment Management’s Jpmorgan Chase & Co Position
Does Grassi Investment Management own Jpmorgan Chase & Co (JPM)? Yes — 104.4K shares worth $30M (+2.41% of its 13F portfolio) as of Q2 2025, down from 105.0K shares the prior filed quarter.
Position Value
$30M
Q2 2025
Shares
104.4K
% of Portfolio
+2.41%
Quarters Held
27
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 104.4K | $30M | +2.41% |
| Q1 2025 | 105.0K | $26M | +2.38% |
| Q4 2024 | 105.6K | $25M | +2.16% |
| Q3 2024 | 106.5K | $22M | +1.94% |
| Q2 2024 | 107.3K | $22M | +1.92% |
| Q1 2024 | 108.1K | $22M | +1.96% |
| Q4 2023 | 108.0K | $18M | +1.93% |
| Q3 2023 | 108.5K | $16M | +1.81% |
| Q2 2023 | 108.8K | $16M | +1.74% |
| Q1 2023 | 108.8K | $14M | +1.76% |
| Q4 2022 | 109.3K | $15M | +1.98% |
| Q3 2022 | 109.3K | $11M | +1.66% |
| Q2 2022 | 109.5K | $12M | +1.63% |
| Q1 2022 | 110.3K | $15M | +1.57% |
| Q4 2021 | 110.0K | $17M | +1.74% |
| Q3 2021 | 110.0K | $18M | +2.03% |
| Q2 2021 | 110.1K | $17M | +1.86% |
| Q1 2021 | 109.9K | $17M | +1.90% |
| Q4 2020 | 111.0K | $14M | +1.79% |
| Q3 2020 | 126.2K | $12M | +1.72% |
| Q2 2020 | 128.9K | $12M | +1.75% |
| Q1 2020 | 129.0K | $12M | +2.03% |
| Q4 2019 | 132.7K | $18M | +2.50% |
| Q3 2019 | 134.1K | $16M | +2.37% |
| Q2 2019 | 135.8K | $15M | +2.24% |
| Q1 2019 | 138.8K | $14M | +2.08% |
| Q4 2018 | 138.8K | $14M | +2.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of JPM.