JPMorgan Chase & Co. shares owned by Advisory Alpha
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Advisory Alpha
from 13F filings
Historical chart of Advisory Alpha investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Advisory Alpha
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 13k | 307.67 |
| 2025-06-30 | $3.8M | 13k | 289.94 |
| 2025-03-31 | $2.1M | 8.4k | 245.33 |
| 2024-12-31 | $2.8M | 12k | 239.72 |
| 2024-09-30 | $2.5M | 12k | 210.87 |
| 2024-06-30 | $2.3M | 11k | 202.27 |
| 2024-03-31 | $2.0M | 10k | 200.32 |
| 2023-12-31 | $1.6M | 9.7k | 170.11 |
| 2023-09-30 | $1.0M | 6.9k | 145.04 |
| 2023-06-30 | $865k | 5.9k | 145.46 |
| 2023-03-31 | $425k | 3.3k | 130.33 |
| 2022-12-31 | $370k | 2.8k | 134.11 |
| 2022-09-30 | $294k | 2.8k | 104.40 |
| 2022-06-30 | $465k | 4.1k | 112.59 |
| 2022-03-31 | $602k | 4.4k | 136.38 |
| 2021-12-31 | $744k | 4.7k | 158.30 |
| 2021-09-30 | $525k | 3.2k | 163.81 |
| 2021-06-30 | $407k | 2.6k | 155.52 |
| 2021-03-31 | $366k | 2.4k | 152.31 |
| 2020-12-31 | $217k | 1.7k | 126.97 |
| 2020-09-30 | $1.5k | 1.6k | 0.95 |
| 2020-03-31 | $147k | 1.6k | 89.41 |
| 2019-12-31 | $176k | 1.3k | 137.18 |
| 2019-09-30 | $147k | 1.3k | 112.66 |
| 2019-03-31 | $164k | 1.5k | 112.54 |