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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

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Quarterly 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