JPMorgan Chase & Co. shares owned by Personal Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Personal Capital Advisors
from 13F filings
Historical chart of Personal Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Personal Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $144M | 1.1M | 134.10 |
| 2022-09-30 | $103M | 988k | 104.50 |
| 2022-06-30 | $113M | 1.0M | 112.61 |
| 2022-03-31 | $130M | 956k | 136.32 |
| 2021-12-31 | $146M | 919k | 158.60 |
| 2021-09-30 | $147M | 900k | 163.69 |
| 2021-06-30 | $135M | 869k | 155.54 |
| 2021-03-31 | $127M | 835k | 152.23 |
| 2020-12-31 | $99M | 779k | 127.07 |
| 2020-09-30 | $68M | 707k | 96.27 |
| 2020-06-30 | $58M | 611k | 94.06 |
| 2020-03-31 | $52M | 574k | 90.25 |
| 2019-12-31 | $80M | 574k | 139.40 |
| 2019-09-30 | $65M | 549k | 117.69 |
| 2019-06-30 | $58M | 518k | 111.80 |
| 2019-03-31 | $48M | 477k | 101.23 |
| 2018-12-31 | $33M | 334k | 97.62 |
| 2018-09-30 | $37M | 324k | 112.84 |
| 2018-06-30 | $32M | 305k | 104.20 |
| 2018-03-31 | $30M | 272k | 109.97 |
| 2017-12-31 | $6.7M | 63k | 106.95 |
| 2017-09-30 | $6.0M | 62k | 95.51 |
| 2017-06-30 | $6.4M | 70k | 91.41 |
| 2017-03-31 | $6.4M | 72k | 88.27 |
| 2016-12-31 | $6.0M | 70k | 86.28 |
| 2016-09-30 | $4.0M | 60k | 65.64 |
| 2016-06-30 | $3.1M | 50k | 62.15 |
| 2016-03-31 | $2.4M | 40k | 59.23 |
| 2015-12-31 | $2.1M | 32k | 66.04 |
| 2015-09-30 | $1.5M | 25k | 60.98 |
| 2015-06-30 | $1.5M | 22k | 69.06 |
| 2015-03-31 | $1.1M | 18k | 60.55 |
| 2014-12-31 | $29k | 12k | 2.37 |
| 2014-09-30 | $421k | 7.0k | 60.18 |