JPMorgan Chase & Co. shares owned by Doliver Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Doliver Capital Advisors
from 13F filings
Historical chart of Doliver Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Doliver Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 25k | 200.30 |
| 2023-12-31 | $4.5M | 27k | 170.10 |
| 2023-09-30 | $4.0M | 28k | 145.02 |
| 2023-06-30 | $4.0M | 28k | 145.44 |
| 2023-03-31 | $3.6M | 28k | 130.31 |
| 2022-12-31 | $3.7M | 27k | 134.10 |
| 2022-09-30 | $2.9M | 28k | 104.49 |
| 2022-06-30 | $3.3M | 30k | 112.62 |
| 2022-03-31 | $3.4M | 25k | 136.30 |
| 2021-12-31 | $3.7M | 24k | 152.55 |
| 2021-09-30 | $3.2M | 20k | 163.69 |
| 2021-06-30 | $3.3M | 21k | 155.54 |
| 2021-03-31 | $1.9M | 13k | 152.22 |
| 2020-12-31 | $2.0M | 16k | 127.09 |
| 2020-09-30 | $978k | 10k | 96.27 |
| 2020-06-30 | $853k | 9.1k | 94.06 |
| 2020-03-31 | $715k | 7.6k | 94.58 |
| 2019-12-31 | $915k | 6.6k | 139.40 |
| 2019-09-30 | $789k | 6.6k | 120.00 |
| 2019-06-30 | $644k | 5.8k | 111.73 |
| 2019-03-31 | $596k | 5.9k | 101.22 |
| 2018-12-31 | $515k | 5.3k | 97.67 |
| 2018-09-30 | $583k | 5.2k | 112.88 |
| 2018-06-30 | $439k | 4.2k | 104.15 |
| 2018-03-31 | $399k | 3.6k | 110.07 |
| 2017-12-31 | $479k | 4.5k | 106.92 |
| 2017-09-30 | $566k | 5.9k | 95.53 |
| 2017-06-30 | $465k | 5.1k | 91.45 |