JPMorgan Chase & Co. shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Charles Schwab Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $517k | 2.6k | 200.29 |
| 2023-12-31 | $425k | 2.5k | 170.08 |
| 2023-09-30 | $358k | 2.5k | 145.00 |
| 2023-06-30 | $366k | 2.5k | 145.45 |
| 2023-03-31 | $298k | 2.3k | 130.30 |
| 2022-12-31 | $262k | 2.0k | 134.11 |
| 2022-09-30 | $222k | 2.1k | 104.27 |
| 2022-06-30 | $218k | 1.9k | 112.60 |
| 2022-03-31 | $226k | 1.7k | 136.06 |
| 2021-12-31 | $255k | 1.6k | 158.39 |
| 2021-09-30 | $263k | 1.6k | 163.66 |
| 2019-12-31 | $390M | 2.8M | 139.40 |
| 2019-09-30 | $327M | 2.8M | 117.69 |
| 2019-06-30 | $307M | 2.7M | 111.80 |
| 2019-03-31 | $274M | 2.7M | 101.23 |
| 2018-12-31 | $261M | 2.7M | 97.62 |
| 2018-09-30 | $301M | 2.7M | 112.84 |
| 2018-06-30 | $279M | 2.7M | 104.20 |
More positions owned by Charles Schwab Investment Advisory
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