JPMorgan Chase & Co. shares owned by Hanson McClain Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hanson McClain Advisors
from 13F filings
Historical chart of Hanson McClain Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Hanson McClain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 86k | 200.30 |
| 2023-12-31 | $14M | 84k | 170.10 |
| 2023-09-30 | $12M | 83k | 145.02 |
| 2023-06-30 | $12M | 80k | 145.44 |
| 2023-03-31 | $11M | 83k | 130.31 |
| 2022-12-31 | $10M | 78k | 134.10 |
| 2022-09-30 | $7.7M | 74k | 104.51 |
| 2022-06-30 | $6.8M | 60k | 112.61 |
| 2022-03-31 | $7.4M | 54k | 136.33 |
| 2021-12-31 | $4.3M | 27k | 158.36 |
| 2021-09-30 | $4.2M | 26k | 163.68 |
| 2021-06-30 | $2.3M | 15k | 155.55 |
| 2021-03-31 | $2.9M | 19k | 152.24 |
| 2020-12-31 | $1.3M | 10k | 127.10 |
| 2020-09-30 | $978k | 10k | 96.31 |
| 2020-06-30 | $1.0M | 11k | 94.03 |
| 2020-03-31 | $2.3M | 25k | 90.05 |
| 2019-12-31 | $1.3M | 9.6k | 139.39 |
| 2019-09-30 | $900k | 7.7k | 117.65 |
| 2019-06-30 | $907k | 8.1k | 111.77 |
| 2019-03-31 | $811k | 8.0k | 101.29 |
| 2018-12-31 | $667k | 6.8k | 97.67 |
| 2018-09-30 | $796k | 7.1k | 112.81 |
| 2018-06-30 | $528k | 5.1k | 104.24 |
| 2018-03-31 | $379k | 3.4k | 110.08 |
| 2017-12-31 | $315k | 2.9k | 107.03 |
| 2017-09-30 | $205k | 2.1k | 95.66 |
| 2017-06-30 | $187k | 2.1k | 91.18 |
| 2017-03-31 | $135k | 1.5k | 87.89 |
| 2016-12-31 | $202k | 2.3k | 86.25 |
| 2016-09-30 | $153k | 2.3k | 66.67 |
| 2016-06-30 | $148k | 2.4k | 62.08 |
| 2016-03-31 | $139k | 2.4k | 59.07 |
| 2015-12-31 | $150k | 2.3k | 65.88 |
| 2015-09-30 | $84k | 1.4k | 61.14 |
| 2015-06-30 | $93k | 1.4k | 67.83 |
| 2015-03-31 | $91k | 1.5k | 60.79 |