JPMorgan Chase & Co. shares owned by Advisor OS
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.6M | 19k | 239.71 |
| 2024-09-30 | $3.9M | 18k | 210.85 |
| 2024-06-30 | $3.5M | 17k | 202.26 |
| 2024-03-31 | $3.7M | 19k | 200.27 |
| 2023-12-31 | $2.7M | 16k | 170.11 |
| 2023-09-30 | $2.2M | 15k | 145.02 |
| 2023-06-30 | $2.8M | 20k | 145.44 |
| 2023-03-31 | $1.9M | 15k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.09 |
| 2022-09-30 | $841k | 8.1k | 104.40 |
| 2022-06-30 | $1.2M | 10k | 112.73 |
| 2022-03-31 | $600k | 6.6k | 90.91 |
| 2021-12-31 | $1.1M | 7.2k | 158.42 |
| 2021-09-30 | $1.1M | 6.6k | 163.93 |
| 2021-06-30 | $1.0M | 6.7k | 155.56 |
| 2021-03-31 | $628k | 4.1k | 152.03 |
| 2020-12-31 | $498k | 8.5k | 58.28 |
| 2020-09-30 | $292k | 3.0k | 96.27 |
| 2020-06-30 | $314k | 3.3k | 94.04 |