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JPMorgan Chase & Co. shares owned by Ulland Investment Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ulland Investment Advisors from 13F filings

Historical chart of Ulland Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 209 200.96
2023-12-31 $36k 209 172.25
2023-09-30 $38k 264 143.94
2023-06-30 $51k 350 145.71
2023-03-31 $46k 350 131.43
2022-12-31 $47k 350 134.29
2022-09-30 $47k 450 104.44
2022-06-30 $132k 1.2k 112.53
2022-03-31 $160k 1.2k 136.40
2021-12-31 $482k 3.0k 158.40