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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

JPM.PD 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.PD overviewAll 13F holders of JPM.PDFull Q4 2023 holdings

Shares (Q4 2023)
13,310
Value
$333.0K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2022
Holdings of JPM.PD by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202313,310$333.0K<0.1%−960−6.7%ReducedHolders
Q3 202314,270$340.0K<0.1%00.0%UnchangedHolders
Q2 202314,270$359.0K<0.1%+1,175+9.0%AddedHolders
Q1 202313,095$326.0K<0.1%+5,994+84.4%AddedHolders
Q4 20227,101$306.0K<0.1%+310+4.6%AddedHolders
Q3 20226,791$316.0K<0.1%+2,031+42.7%AddedHolders
Q2 20224,760$119.0K<0.1%00.0%UnchangedHolders
Q1 20224,760$122.0K<0.1%+4,760NewHolders