JPMorgan Chase & Co. shares owned by Financial Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Advisory
from 13F filings
Historical chart of Financial Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $472k | 3.3k | 145.03 |
| 2023-06-30 | $526k | 3.6k | 145.44 |
| 2023-03-31 | $483k | 3.7k | 130.30 |
| 2022-12-31 | $412k | 3.1k | 133.94 |
| 2022-09-30 | $409k | 3.9k | 104.44 |
| 2022-06-30 | $440k | 3.9k | 112.70 |
| 2022-03-31 | $504k | 3.7k | 136.40 |
| 2021-12-31 | $563k | 3.6k | 158.41 |
| 2021-09-30 | $344k | 2.1k | 163.65 |
| 2021-06-30 | $326k | 2.1k | 155.46 |
| 2021-03-31 | $245k | 1.6k | 152.46 |
| 2020-12-31 | $265k | 2.1k | 127.10 |
| 2014-03-31 | $22M | 461k | 46.54 |