Institutional & Family Asset Management, LLC / JPM
Institutional & Family Asset Management, LLC’s Jpmorgan Chase & Co Position
Does Institutional & Family Asset Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 36.6K shares worth $7M (+1.13% of its 13F portfolio) as of Q2 2024, down from 37.1K shares the prior filed quarter.
Position Value
$7M
Q2 2024
Shares
36.6K
% of Portfolio
+1.13%
Quarters Held
23
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 36.6K | $7M | +1.13% |
| Q1 2024 | 37.1K | $7M | +1.18% |
| Q4 2023 | 42.0K | $7M | +1.17% |
| Q3 2023 | 44.9K | $7M | +1.07% |
| Q2 2023 | 45.2K | $7M | +1.07% |
| Q1 2023 | 50.4K | $7M | +1.08% |
| Q4 2022 | 49.3K | $7M | +1.10% |
| Q3 2022 | 49.7K | $5M | +0.92% |
| Q2 2022 | 38.7K | $4M | +0.75% |
| Q1 2022 | 36.9K | $5M | +0.79% |
| Q4 2021 | 36.6K | $6M | +0.90% |
| Q3 2021 | 36.5K | $6M | +0.95% |
| Q2 2021 | 35.7K | $6M | +0.92% |
| Q1 2021 | 33.5K | $5M | +0.99% |
| Q4 2020 | 34.2K | $4M | +0.91% |
| Q3 2020 | 38.4K | $4M | +0.86% |
| Q2 2020 | 43.2K | $4M | +0.84% |
| Q1 2020 | 42.8K | $4M | +0.89% |
| Q4 2019 | 35.0K | $5M | +1.03% |
| Q3 2019 | 40.2K | $5M | +1.04% |
| Q2 2019 | 40.3K | $5M | +0.97% |
| Q1 2019 | 41.7K | $4M | +0.89% |
| Q4 2018 | 41.4K | $4M | +0.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Institutional & Family Asset Management, LLC’s full portfolio or all institutional holders of JPM.