JPMorgan Chase & Co. shares owned by Avalon Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $48M | 370k | 130.31 |
| 2022-12-31 | $52M | 389k | 134.10 |
| 2022-09-30 | $42M | 401k | 104.50 |
| 2022-06-30 | $55M | 491k | 112.61 |
| 2022-03-31 | $64M | 471k | 136.32 |
| 2021-12-31 | $66M | 414k | 158.35 |
| 2021-09-30 | $79M | 480k | 163.69 |
| 2021-06-30 | $78M | 501k | 155.54 |
| 2021-03-31 | $87M | 572k | 152.23 |
| 2020-12-31 | $79M | 620k | 127.07 |
| 2020-09-30 | $61M | 638k | 96.27 |
| 2020-06-30 | $53M | 564k | 94.06 |
| 2020-03-31 | $55M | 606k | 90.03 |
| 2019-12-31 | $80M | 576k | 139.40 |
| 2019-09-30 | $65M | 553k | 117.69 |
| 2019-06-30 | $55M | 488k | 111.80 |
| 2019-03-31 | $58M | 575k | 101.23 |
| 2018-12-31 | $56M | 578k | 97.62 |
| 2018-09-30 | $53M | 465k | 112.84 |
| 2018-06-30 | $37M | 352k | 104.20 |
| 2018-03-31 | $40M | 361k | 109.97 |
| 2017-12-31 | $37M | 349k | 106.94 |
| 2017-09-30 | $34M | 352k | 95.51 |
| 2017-06-30 | $25M | 276k | 91.40 |
| 2017-03-31 | $24M | 272k | 87.84 |
| 2016-12-31 | $59M | 688k | 86.29 |
| 2016-09-30 | $45M | 670k | 66.59 |
| 2016-06-30 | $50M | 796k | 62.14 |
| 2016-03-31 | $45M | 763k | 59.22 |
| 2015-12-31 | $47M | 715k | 66.03 |
| 2015-09-30 | $46M | 762k | 60.97 |
| 2015-06-30 | $50M | 733k | 67.76 |
| 2015-03-31 | $33M | 540k | 60.18 |
| 2014-12-31 | $33M | 527k | 62.58 |
| 2014-09-30 | $28M | 464k | 60.24 |
| 2014-06-30 | $27M | 463k | 57.62 |
| 2014-03-31 | $28M | 467k | 60.71 |
| 2013-12-31 | $28M | 480k | 58.48 |
| 2013-09-30 | $50M | 961k | 51.69 |
| 2013-06-30 | $27M | 505k | 52.79 |
| 2013-03-31 | $24M | 498k | 47.46 |
| 2012-12-31 | $21M | 474k | 43.97 |
| 2012-09-30 | $28M | 680k | 40.48 |
| 2012-06-30 | $33M | 931k | 35.73 |
| 2012-03-31 | $43M | 927k | 45.98 |
| 2011-12-31 | $32M | 975k | 33.25 |
| 2011-09-30 | $28M | 937k | 30.12 |
| 2011-06-30 | $34M | 832k | 40.94 |
| 2011-03-31 | $44M | 959k | 46.10 |
| 2010-12-31 | $41M | 975k | 42.42 |