Bartlett & Co. LLC
- SEC CIK
- 0001550075
- Latest filing
- Jan 8, 2024
JPM holding history
JPMorgan Chase & Co in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q4 2023 holdings
- Shares (Q4 2023)
- 821,117
- Value
- $139.8M
- % of portfolio
- 2.3%
- Quarters held
- 12
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 821,117 | $139.8M | 2.3% | +2,427+0.3% | Added | Holders |
| Q3 2023 | 818,690 | $118.7M | 2.1% | +5,039+0.6% | Added | Holders |
| Q2 2023 | 813,651 | $118.3M | 2.0% | +77,340+10.5% | Added | Holders |
| Q1 2023 | 736,311 | $95.9M | 1.9% | +11,166+1.5% | Added | Holders |
| Q4 2022 | 725,145 | $97.2M | 2.0% | +5,231+0.7% | Added | Holders |
| Q3 2022 | 719,914 | $75.2M | 1.6% | −883−0.1% | Reduced | Holders |
| Q2 2022 | 720,797 | $81.2M | 1.6% | +2,832+0.4% | Added | Holders |
| Q1 2022 | 717,965 | $97.9M | 1.7% | +38,401+5.7% | Added | Holders |
| Q4 2021 | 679,564 | $107.6M | 1.8% | +2,888+0.4% | Added | Holders |
| Q3 2021 | 676,676 | $110.8M | 2.1% | +3,178+0.5% | Added | Holders |
| Q2 2021 | 673,498 | $104.8M | 2.0% | +1,704+0.3% | Added | Holders |
| Q1 2021 | 671,794 | $102.3M | 2.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.