JPMorgan Chase & Co. shares owned by AA Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by AA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.9k | 315.43 |
| 2025-06-30 | $2.8M | 9.7k | 289.90 |
| 2025-03-31 | $2.6M | 11k | 245.30 |
| 2024-12-31 | $2.4M | 10k | 239.70 |
| 2024-09-30 | $2.1M | 9.8k | 210.86 |
| 2024-06-30 | $1.8M | 8.7k | 202.26 |
| 2024-03-31 | $1.8M | 9.2k | 200.30 |