SEC 13F Intelligence

First Personal Financial Services / JPM

First Personal Financial Services’s Jpmorgan Chase & Co Position

Does First Personal Financial Services own Jpmorgan Chase & Co (JPM)? Yes36.1K shares worth $8M (+1.61% of its 13F portfolio) as of Q3 2024, down from 36.8K shares the prior filed quarter.

Position Value
$8M
Q3 2024
Shares
36.1K
% of Portfolio
+1.61%
Quarters Held
24
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $856,000Q3 ’19Q4 ’19: $779,000Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202436.1K$8M+1.61%
Q2 202436.8K$7M+1.68%
Q1 202437.0K$7M+1.72%
Q4 202337.3K$6M+1.54%
Q3 202336.8K$5M+1.39%
Q2 202337.4K$5M+1.35%
Q1 202337.5K$5M+1.27%
Q4 202234.8K$5M+1.26%
Q3 202234.9K$4M+1.06%
Q2 202234.1K$4M+1.07%
Q1 202232.4K$4M+1.03%
Q4 202132.0K$5M+1.14%
Q3 202130.7K$5M+1.25%
Q2 202130.4K$5M+1.21%
Q1 202129.9K$5M+1.25%
Q4 202030.1K$4M+1.09%
Q3 202026.5K$3M+0.81%
Q2 202024.5K$2M+0.79%
Q1 202021.9K$2M+0.76%
Q4 20195.6K$779,000+0.25%
Q3 20197.3K$856,000+0.27%
Q2 201914.0K$2M+0.45%
Q1 201913.6K$1M+0.42%
Q4 201813.6K$1M+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Personal Financial Services’s full portfolio or all institutional holders of JPM.