JPMorgan Chase & Co. shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 11k | 210.87 |
| 2024-06-30 | $2.1M | 10k | 202.26 |
| 2024-03-31 | $1.6M | 8.1k | 200.30 |
| 2023-12-31 | $1.4M | 8.0k | 170.10 |
| 2023-09-30 | $1.2M | 8.2k | 145.02 |
| 2023-06-30 | $1.2M | 8.2k | 145.44 |
| 2023-03-31 | $1.0M | 7.8k | 130.31 |
| 2022-12-31 | $1.3M | 9.6k | 134.10 |
| 2022-09-30 | $1.1M | 10k | 105.26 |
| 2022-06-30 | $1.3M | 11k | 114.09 |
| 2022-03-31 | $1.6M | 12k | 137.58 |
| 2021-12-31 | $791k | 5.0k | 158.36 |
| 2021-09-30 | $896k | 896 | 1000.00 |
| 2021-06-30 | $981k | 6.4k | 153.74 |
| 2021-03-31 | $951k | 6.3k | 152.16 |
| 2020-12-31 | $797k | 6.3k | 127.13 |
| 2020-09-30 | $473k | 4.9k | 96.28 |
| 2020-06-30 | $449k | 4.8k | 94.03 |
| 2020-03-31 | $441k | 4.9k | 90.11 |
| 2019-12-31 | $742k | 5.3k | 139.42 |
| 2019-09-30 | $804k | 6.8k | 117.72 |
| 2019-06-30 | $765k | 6.8k | 111.81 |
| 2019-03-31 | $643k | 6.4k | 101.21 |
| 2018-12-31 | $701k | 7.2k | 97.56 |