JPMorgan Chase & Co. shares owned by Addison Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.43 |
| 2025-06-30 | $3.0M | 10k | 289.91 |
| 2025-03-31 | $2.1M | 8.6k | 245.30 |
| 2024-12-31 | $2.1M | 8.8k | 239.71 |
| 2024-09-30 | $1.9M | 8.9k | 210.86 |
| 2024-06-30 | $1.9M | 9.2k | 202.26 |
| 2024-03-31 | $1.8M | 8.8k | 200.30 |
| 2023-12-31 | $1.5M | 8.7k | 170.10 |
| 2023-09-30 | $1.2M | 8.2k | 145.02 |
| 2023-06-30 | $1.2M | 8.2k | 145.44 |
| 2023-03-31 | $1.0M | 8.0k | 130.31 |
| 2022-12-31 | $971k | 7.2k | 134.10 |
| 2022-09-30 | $949k | 9.1k | 104.52 |
| 2022-06-30 | $993k | 8.8k | 112.64 |
| 2022-03-31 | $1.2M | 9.1k | 136.32 |
| 2021-12-31 | $1.1M | 7.0k | 158.29 |
| 2021-09-30 | $747k | 4.6k | 163.67 |
| 2021-06-30 | $710k | 4.6k | 155.60 |
| 2020-12-31 | $580k | 4.6k | 127.11 |