JPMorgan Chase & Co. shares owned by Accordant Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Accordant Advisory Group
from 13F filings
Historical chart of Accordant Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Accordant Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Accordant Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $158k | 500 | 315.43 |
| 2025-06-30 | $145k | 500 | 289.91 |
| 2025-03-31 | $123k | 501 | 245.30 |
| 2024-12-31 | $120k | 501 | 239.71 |
| 2024-09-30 | $106k | 501 | 210.86 |
| 2024-06-30 | $101k | 500 | 202.26 |
| 2024-03-31 | $969k | 4.8k | 200.30 |