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JPMorgan Chase & Co. shares owned by Financial Strategies Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Strategies Group from 13F filings

Historical chart of Financial Strategies Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 29k 197.15
2023-12-31 $4.2M 25k 170.50
2023-09-30 $3.2M 22k 147.53
2023-06-30 $2.7M 19k 145.44
2023-03-31 $1.5M 11k 130.31
2022-12-31 $1.4M 10k 134.10
2022-09-30 $1.1M 10k 104.46
2022-06-30 $875k 7.8k 112.58
2022-03-31 $750k 5.5k 136.36
2021-12-31 $726k 4.6k 158.38
2021-09-30 $667k 4.1k 163.60
2021-06-30 $547k 3.5k 155.57
2021-03-31 $416k 2.7k 152.38
2020-12-31 $365k 2.9k 126.91