JPMorgan Chase & Co. shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Jacobson & Schmitt 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 Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $276k | 1.6k | 170.10 |
| 2023-09-30 | $236k | 1.6k | 145.02 |
| 2023-06-30 | $236k | 1.6k | 145.44 |
| 2023-03-31 | $212k | 1.6k | 130.31 |
| 2022-06-30 | $213k | 1.9k | 112.76 |
| 2022-03-31 | $317k | 2.3k | 136.46 |
| 2021-12-31 | $368k | 2.3k | 158.42 |
| 2021-09-30 | $249k | 1.5k | 163.49 |
| 2021-06-30 | $243k | 1.6k | 155.37 |
| 2021-03-31 | $208k | 1.4k | 151.94 |
| 2018-06-30 | $355k | 3.4k | 104.14 |
| 2018-03-31 | $32k | 294 | 108.84 |
| 2017-12-31 | $318k | 3.0k | 106.89 |
| 2017-09-30 | $266k | 2.8k | 95.65 |
| 2017-06-30 | $254k | 2.8k | 91.33 |
| 2017-03-31 | $244k | 2.8k | 87.74 |
More positions owned by Jacobson & Schmitt Advisors
View all positions for Jacobson & Schmitt Advisors