JPMorgan Chase & Co. shares owned by Ariel Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ariel Capital Advisors
from 13F filings
Historical chart of Ariel Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ariel Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.9M | 52k | 170.10 |
| 2023-09-30 | $7.6M | 52k | 145.02 |
| 2023-06-30 | $7.6M | 52k | 145.44 |
| 2023-03-31 | $7.1M | 54k | 130.31 |
| 2022-12-31 | $7.3M | 54k | 134.10 |
| 2022-09-30 | $5.8M | 56k | 104.49 |
| 2022-06-30 | $6.3M | 56k | 112.62 |
| 2022-03-31 | $7.5M | 55k | 136.33 |
| 2021-12-31 | $8.8M | 55k | 158.35 |
| 2021-09-30 | $8.9M | 55k | 163.69 |
| 2021-06-30 | $8.4M | 54k | 155.54 |
| 2021-03-31 | $8.3M | 54k | 152.23 |
| 2020-12-31 | $6.9M | 54k | 127.07 |
| 2020-09-30 | $4.9M | 51k | 96.26 |
| 2020-06-30 | $4.8M | 51k | 94.06 |
| 2020-03-31 | $4.7M | 52k | 90.02 |
| 2019-12-31 | $7.3M | 52k | 139.39 |
| 2019-09-30 | $6.1M | 52k | 117.68 |
| 2019-06-30 | $6.1M | 54k | 111.81 |
| 2019-03-31 | $5.5M | 54k | 101.23 |
| 2018-12-31 | $5.1M | 52k | 97.62 |
| 2018-09-30 | $5.9M | 52k | 112.84 |
| 2018-06-30 | $5.6M | 54k | 104.20 |
| 2018-03-31 | $5.9M | 54k | 109.97 |
| 2017-12-31 | $5.9M | 55k | 106.94 |
| 2017-09-30 | $5.0M | 53k | 95.50 |
| 2017-06-30 | $4.9M | 53k | 91.40 |
| 2017-03-31 | $4.5M | 51k | 87.83 |
| 2016-12-31 | $3.9M | 45k | 86.30 |
| 2016-09-30 | $3.2M | 47k | 66.59 |
| 2016-06-30 | $2.6M | 43k | 62.13 |
| 2016-03-31 | $2.2M | 37k | 59.22 |
| 2015-12-31 | $2.4M | 37k | 66.04 |
| 2015-09-30 | $2.3M | 38k | 60.96 |
| 2015-06-30 | $2.7M | 40k | 67.77 |
| 2015-03-31 | $2.5M | 41k | 60.59 |
| 2014-12-31 | $2.7M | 43k | 62.58 |