JPMorgan Chase & Co. shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $23M | 142k | 158.35 |
| 2021-09-30 | $24M | 147k | 163.69 |
| 2021-06-30 | $22M | 142k | 155.54 |
| 2021-03-31 | $21M | 138k | 152.23 |
| 2020-12-31 | $18M | 138k | 127.07 |
| 2020-09-30 | $13M | 135k | 96.27 |
| 2020-06-30 | $8.7M | 93k | 94.06 |
| 2020-03-31 | $7.6M | 84k | 90.03 |
| 2019-12-31 | $1.0M | 7.4k | 139.42 |
| 2019-09-30 | $841k | 7.1k | 117.75 |
| 2019-06-30 | $856k | 7.7k | 111.87 |
| 2019-03-31 | $759k | 7.5k | 101.29 |
| 2018-12-31 | $758k | 7.8k | 97.55 |
| 2018-09-30 | $832k | 7.4k | 112.87 |
| 2018-06-30 | $570k | 5.5k | 104.24 |
| 2018-03-31 | $546k | 5.0k | 109.90 |
| 2017-12-31 | $577k | 5.4k | 106.87 |
| 2017-09-30 | $514k | 5.4k | 95.52 |
| 2017-06-30 | $497k | 5.4k | 91.33 |
| 2017-03-31 | $481k | 5.5k | 87.77 |
| 2016-12-31 | $327k | 3.8k | 86.23 |
| 2016-09-30 | $163k | 2.4k | 66.69 |
| 2016-06-30 | $134k | 2.2k | 61.95 |
| 2016-03-31 | $120k | 2.0k | 59.38 |
| 2015-12-31 | $152k | 2.3k | 66.03 |
| 2015-09-30 | $138k | 2.3k | 60.87 |
| 2015-06-30 | $133k | 2.0k | 67.89 |
| 2015-03-31 | $120k | 2.0k | 60.42 |
| 2014-12-31 | $189k | 3.0k | 62.75 |
| 2014-09-30 | $181k | 3.0k | 60.09 |
| 2014-06-30 | $209k | 3.6k | 57.51 |
| 2014-03-31 | $329k | 5.4k | 60.75 |
| 2013-12-31 | $308k | 5.3k | 58.53 |
| 2013-09-30 | $243k | 4.7k | 52.01 |
| 2013-06-30 | $265k | 5.0k | 52.85 |