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JPMorgan Chase & Co. shares owned by New World Advisors

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

Historical chart of New World Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by New World Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $436k 2.2k 200.31
2023-12-31 $373k 2.2k 170.11
2023-09-30 $315k 2.2k 145.01
2023-06-30 $287k 2.0k 145.45
2023-03-31 $260k 2.0k 130.33
2022-12-31 $254k 1.9k 134.13
2022-06-30 $211k 1.9k 111.70
2022-03-31 $342k 2.6k 130.43
2021-12-31 $299k 1.9k 158.45
2021-09-30 $324k 1.9k 171.79
2021-06-30 $2.2M 14k 155.56
2021-03-31 $246k 1.6k 152.51
2020-12-31 $225k 2.3k 96.15
2020-09-30 $205k 2.1k 98.09
2020-06-30 $210k 2.2k 97.40
2020-03-31 $451k 3.2k 139.41
2019-12-31 $451k 3.2k 139.41
2019-09-30 $380k 3.2k 117.76
2019-06-30 $291k 2.6k 111.84
2019-03-31 $130k 1.3k 101.09