JPMorgan Chase & Co. shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 114k | 315.43 |
| 2025-06-30 | $34M | 116k | 289.91 |
| 2025-03-31 | $29M | 117k | 245.30 |
| 2024-12-31 | $28M | 117k | 239.71 |
| 2024-09-30 | $25M | 117k | 210.86 |
| 2024-06-30 | $23M | 115k | 202.26 |
| 2024-03-31 | $23M | 112k | 200.30 |
| 2023-12-31 | $19M | 113k | 170.10 |
| 2023-09-30 | $16M | 113k | 145.02 |
| 2023-06-30 | $16M | 112k | 146.61 |
| 2023-03-31 | $15M | 114k | 130.31 |
| 2022-12-31 | $15M | 112k | 134.10 |
| 2022-09-30 | $11M | 108k | 104.50 |
| 2022-06-30 | $12M | 109k | 112.61 |
| 2022-03-31 | $14M | 105k | 136.32 |
| 2021-12-31 | $17M | 107k | 158.35 |
| 2021-09-30 | $17M | 106k | 163.69 |
| 2021-06-30 | $17M | 108k | 155.54 |
| 2021-03-31 | $16M | 108k | 152.23 |
| 2020-12-31 | $13M | 106k | 127.07 |
| 2020-09-30 | $10M | 107k | 96.27 |
| 2020-06-30 | $10M | 109k | 94.06 |
| 2020-03-31 | $10M | 111k | 90.03 |
| 2019-12-31 | $16M | 115k | 139.40 |
| 2019-09-30 | $14M | 117k | 117.69 |
| 2019-06-30 | $13M | 118k | 111.80 |
| 2019-03-31 | $12M | 117k | 101.23 |
| 2018-12-31 | $12M | 117k | 97.62 |
| 2018-09-30 | $14M | 124k | 112.84 |
| 2018-06-30 | $13M | 121k | 104.20 |
| 2018-03-31 | $13M | 122k | 109.97 |
| 2017-12-31 | $13M | 122k | 106.94 |
| 2017-09-30 | $12M | 126k | 95.51 |
| 2017-06-30 | $12M | 128k | 91.40 |
| 2017-03-31 | $12M | 134k | 87.84 |
| 2016-12-31 | $12M | 139k | 86.29 |
| 2016-09-30 | $9.1M | 137k | 66.59 |
| 2016-06-30 | $8.9M | 143k | 62.14 |
| 2016-03-31 | $8.3M | 140k | 59.22 |
| 2015-12-31 | $9.3M | 141k | 66.03 |
| 2015-09-30 | $8.4M | 138k | 60.97 |
| 2015-06-30 | $9.3M | 138k | 67.76 |
| 2015-03-31 | $8.1M | 134k | 60.58 |
| 2014-12-31 | $8.4M | 134k | 62.58 |
| 2014-09-30 | $7.7M | 133k | 57.62 |
| 2014-06-30 | $7.7M | 133k | 57.62 |
| 2014-03-31 | $8.3M | 137k | 60.71 |
| 2013-12-31 | $8.1M | 139k | 58.48 |
| 2013-09-30 | $7.3M | 141k | 51.69 |
| 2013-06-30 | $7.4M | 140k | 52.79 |
More positions owned by Adell, Harriman, & Carpenter
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