JPMorgan Chase & Co. shares owned by Advus Financial Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.3M | 13k | 327.33 |
| 2026-03-31 | $3.9M | 13k | 294.16 |
| 2025-12-31 | $4.2M | 13k | 322.22 |
| 2025-09-30 | $4.4M | 14k | 315.44 |
| 2025-06-30 | $4.2M | 14k | 289.92 |
| 2025-03-31 | $3.7M | 15k | 245.29 |
| 2024-12-31 | $3.6M | 15k | 239.71 |
| 2024-09-30 | $3.0M | 14k | 210.85 |
| 2024-06-30 | $2.9M | 14k | 202.26 |
| 2024-03-31 | $2.8M | 14k | 200.30 |
| 2023-12-31 | $2.5M | 15k | 170.10 |
| 2023-09-30 | $2.1M | 14k | 145.02 |
| 2023-06-30 | $2.0M | 14k | 145.44 |
| 2023-03-31 | $1.8M | 13k | 130.31 |
| 2022-12-31 | $1.8M | 13k | 134.10 |
| 2022-09-30 | $1.4M | 14k | 104.50 |
| 2022-06-30 | $1.3M | 11k | 112.61 |
| 2022-03-31 | $1.3M | 9.3k | 136.32 |
| 2021-09-30 | $1.2M | 7.7k | 158.35 |