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JPMorgan Chase & Co. shares owned by Lauterbach Financial Advisors

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

Historical chart of Lauterbach Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Lauterbach Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 29k 200.30
2023-12-31 $5.0M 30k 170.10
2023-09-30 $4.3M 29k 145.02
2023-06-30 $4.3M 29k 145.44
2023-03-31 $3.8M 29k 130.31
2022-12-31 $4.0M 30k 134.10
2022-09-30 $3.1M 30k 104.49
2022-06-30 $3.5M 31k 112.62
2022-03-31 $4.2M 31k 136.31
2021-12-31 $4.9M 31k 158.34