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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Allied Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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