JPMorgan Chase & Co. shares owned by Allied Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Allied Investment Advisors
from 13F filings
Historical chart of Allied Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Allied Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 70k | 315.43 |
| 2025-06-30 | $20M | 69k | 289.91 |
| 2025-03-31 | $17M | 70k | 245.30 |
| 2024-12-31 | $17M | 70k | 239.71 |
| 2024-09-30 | $15M | 72k | 210.86 |
| 2024-06-30 | $15M | 73k | 202.26 |
| 2024-03-31 | $15M | 74k | 200.30 |
| 2023-12-31 | $13M | 74k | 170.10 |
| 2023-09-30 | $11M | 74k | 145.02 |
| 2023-06-30 | $11M | 73k | 145.44 |
| 2023-03-31 | $9.2M | 71k | 130.31 |
| 2022-12-31 | $9.3M | 69k | 134.10 |
| 2022-09-30 | $7.0M | 67k | 104.51 |
| 2022-06-30 | $7.2M | 64k | 112.61 |
| 2022-03-31 | $8.2M | 60k | 136.33 |
| 2021-12-31 | $8.9M | 56k | 158.36 |
| 2021-09-30 | $9.0M | 55k | 163.70 |
| 2021-06-30 | $8.5M | 55k | 155.55 |
| 2021-03-31 | $8.2M | 54k | 152.23 |
| 2020-12-31 | $6.8M | 54k | 127.06 |
| 2020-09-30 | $5.1M | 53k | 96.28 |
| 2020-06-30 | $4.9M | 52k | 94.05 |
| 2020-03-31 | $4.5M | 50k | 90.03 |
| 2019-12-31 | $6.6M | 47k | 139.40 |
| 2019-09-30 | $5.6M | 48k | 117.68 |
| 2019-06-30 | $5.2M | 47k | 111.80 |
| 2019-03-31 | $4.7M | 47k | 101.22 |
| 2018-12-31 | $4.6M | 47k | 97.62 |
| 2018-09-30 | $5.1M | 45k | 112.84 |
| 2018-06-30 | $5.0M | 48k | 104.19 |
| 2018-03-31 | $5.3M | 48k | 109.97 |
| 2017-12-31 | $5.7M | 53k | 106.93 |
More positions owned by Allied Investment Advisors
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