JPMorgan Chase & Co. shares owned by Apella Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 9.6k | 207.28 |
| 2024-06-30 | $1.9M | 9.0k | 207.62 |
| 2024-03-31 | $1.6M | 8.1k | 197.14 |
| 2023-12-31 | $1.4M | 8.0k | 171.40 |
| 2023-09-30 | $1.2M | 8.1k | 145.02 |
| 2023-06-30 | $1.2M | 8.2k | 145.44 |
| 2022-12-31 | $1.1M | 7.9k | 134.09 |
| 2022-09-30 | $778k | 7.4k | 104.54 |
| 2022-06-30 | $826k | 7.3k | 112.66 |
| 2022-03-31 | $1.0M | 7.5k | 136.30 |
| 2021-12-31 | $1.0M | 6.5k | 158.28 |
| 2021-09-30 | $897k | 5.3k | 168.74 |
| 2021-06-30 | $830k | 5.3k | 155.49 |
| 2021-03-31 | $754k | 5.0k | 152.20 |
| 2020-12-31 | $614k | 4.8k | 127.15 |
| 2020-09-30 | $519k | 5.4k | 96.18 |
| 2020-06-30 | $455k | 4.8k | 93.99 |
| 2020-03-31 | $436k | 4.8k | 90.06 |