JPMorgan Chase & Co. shares owned by Adviser Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $91M | 434k | 210.86 |
| 2024-06-30 | $82M | 407k | 202.26 |
| 2024-03-31 | $83M | 412k | 200.30 |
| 2023-12-31 | $72M | 426k | 170.10 |
| 2023-09-30 | $26M | 176k | 145.02 |
| 2023-06-30 | $25M | 172k | 145.44 |
| 2023-03-31 | $17M | 129k | 130.31 |
| 2022-12-31 | $18M | 127k | 139.63 |
| 2022-09-30 | $15M | 142k | 104.50 |
| 2022-06-30 | $16M | 138k | 112.61 |
| 2022-03-31 | $13M | 92k | 136.32 |
| 2021-12-31 | $14M | 90k | 158.35 |
| 2021-09-30 | $14M | 88k | 163.69 |
| 2021-06-30 | $13M | 86k | 155.54 |
| 2021-03-31 | $13M | 84k | 152.23 |
| 2020-12-31 | $9.4M | 74k | 127.07 |
| 2020-09-30 | $6.5M | 67k | 96.27 |
| 2020-06-30 | $6.5M | 69k | 94.05 |
| 2020-03-31 | $6.8M | 75k | 90.03 |
| 2019-12-31 | $11M | 76k | 139.39 |
| 2019-09-30 | $10M | 88k | 117.69 |
| 2019-06-30 | $11M | 100k | 111.80 |
| 2019-03-31 | $10M | 101k | 101.23 |
| 2018-12-31 | $9.8M | 100k | 97.62 |
| 2018-09-30 | $11M | 97k | 112.84 |
| 2018-06-30 | $10M | 96k | 104.20 |
| 2018-03-31 | $8.6M | 79k | 109.97 |
| 2017-12-31 | $12M | 107k | 106.94 |
| 2017-09-30 | $9.1M | 95k | 95.51 |
| 2017-06-30 | $8.0M | 87k | 91.40 |
| 2017-03-31 | $6.6M | 76k | 87.84 |