JPMorgan Chase & Co. shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 7.3k | 200.30 |
| 2023-12-31 | $1.3M | 7.6k | 170.09 |
| 2023-09-30 | $1.1M | 7.6k | 145.03 |
| 2023-06-30 | $1.1M | 7.6k | 145.45 |
| 2023-03-31 | $897k | 6.9k | 130.31 |
| 2022-12-31 | $906k | 6.8k | 134.09 |
| 2022-09-30 | $720k | 6.9k | 104.50 |
| 2022-06-30 | $869k | 7.7k | 112.56 |
| 2022-03-31 | $1.1M | 8.4k | 136.37 |
| 2021-12-31 | $1.3M | 8.5k | 158.39 |