JPMorgan Chase & Co. shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $50M | 237k | 210.86 |
| 2024-06-30 | $42M | 207k | 202.26 |
| 2024-03-31 | $36M | 179k | 200.30 |
| 2023-09-30 | $25M | 173k | 145.02 |
| 2023-06-30 | $24M | 166k | 145.44 |
| 2023-03-31 | $23M | 174k | 130.31 |
| 2022-12-31 | $22M | 162k | 134.10 |
| 2022-09-30 | $16M | 154k | 104.50 |
| 2022-06-30 | $16M | 138k | 112.61 |
| 2022-03-31 | $18M | 129k | 136.33 |
| 2021-12-31 | $17M | 109k | 158.35 |
| 2021-09-30 | $16M | 97k | 163.70 |
| 2021-06-30 | $13M | 85k | 155.55 |
| 2021-03-31 | $34M | 224k | 152.23 |
| 2020-12-31 | $12M | 251k | 47.56 |
| 2020-09-30 | $21M | 214k | 96.26 |
| 2020-06-30 | $24M | 254k | 94.06 |
| 2020-03-31 | $5.1M | 56k | 90.02 |
| 2019-12-31 | $11M | 75k | 139.39 |
| 2019-09-30 | $32M | 269k | 117.67 |
| 2019-06-30 | $1.4M | 13k | 111.75 |
| 2019-03-31 | $1.3M | 13k | 101.22 |
| 2018-12-31 | $211k | 2.2k | 97.59 |