JPMorgan Chase & Co. shares owned by AIMZ Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AIMZ Investment Advisors
from 13F filings
Historical chart of AIMZ Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by AIMZ Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by AIMZ Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $913k | 2.9k | 315.47 |
| 2025-06-30 | $839k | 2.9k | 289.94 |
| 2025-03-31 | $710k | 2.9k | 245.33 |
| 2024-12-31 | $672k | 2.8k | 239.71 |
| 2024-09-30 | $591k | 2.8k | 210.86 |
| 2024-03-31 | $519k | 2.6k | 200.30 |
| 2023-12-31 | $440k | 2.6k | 170.10 |
| 2023-09-30 | $383k | 2.6k | 145.02 |
| 2023-06-30 | $384k | 2.6k | 145.44 |
| 2023-03-31 | $344k | 2.6k | 130.31 |
| 2022-12-31 | $354k | 2.6k | 134.14 |
| 2022-09-30 | $276k | 2.6k | 104.59 |
| 2022-06-30 | $297k | 2.6k | 112.54 |
| 2022-03-31 | $360k | 2.6k | 136.42 |
| 2021-12-31 | $418k | 2.6k | 158.39 |
| 2021-09-30 | $432k | 2.6k | 163.70 |
| 2021-06-30 | $372k | 2.4k | 155.71 |
| 2021-03-31 | $366k | 2.4k | 152.37 |
| 2020-12-31 | $305k | 2.4k | 126.98 |
| 2020-09-30 | $231k | 2.4k | 96.17 |
| 2020-06-30 | $226k | 2.4k | 94.09 |
| 2020-03-31 | $216k | 2.4k | 89.93 |
| 2019-12-31 | $335k | 2.4k | 139.47 |
| 2019-09-30 | $283k | 2.4k | 117.82 |
| 2019-06-30 | $269k | 2.4k | 111.99 |
| 2019-03-31 | $243k | 2.4k | 101.17 |
| 2018-12-31 | $234k | 2.4k | 97.42 |
| 2018-09-30 | $271k | 2.4k | 112.82 |
| 2018-06-30 | $302k | 2.9k | 104.07 |
| 2018-03-31 | $341k | 3.1k | 109.93 |
| 2017-12-31 | $332k | 3.1k | 107.03 |
| 2017-09-30 | $296k | 3.1k | 95.42 |
| 2017-06-30 | $284k | 3.1k | 91.55 |
| 2017-03-31 | $272k | 3.1k | 87.69 |
| 2016-12-31 | $268k | 3.1k | 86.40 |
| 2016-09-30 | $207k | 3.1k | 66.73 |