JPMorgan Chase & Co. shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47M | 149k | 315.43 |
| 2025-06-30 | $37M | 128k | 289.91 |
| 2025-03-31 | $29M | 116k | 245.30 |
| 2024-12-31 | $21M | 86k | 239.71 |
| 2024-09-30 | $17M | 81k | 210.86 |
| 2024-06-30 | $13M | 64k | 202.26 |
| 2024-03-31 | $11M | 53k | 200.30 |
| 2023-12-31 | $8.9M | 52k | 170.10 |
| 2023-09-30 | $7.2M | 50k | 145.02 |
| 2023-06-30 | $6.4M | 44k | 145.44 |
| 2023-03-31 | $5.6M | 43k | 130.31 |
| 2022-12-31 | $5.7M | 43k | 134.10 |
| 2022-09-30 | $4.1M | 39k | 104.49 |
| 2022-06-30 | $3.3M | 29k | 112.61 |
| 2022-03-31 | $3.7M | 27k | 136.33 |
| 2021-12-31 | $4.0M | 25k | 158.35 |
| 2021-09-30 | $3.8M | 23k | 163.66 |
| 2021-06-30 | $4.5M | 29k | 155.53 |
| 2021-03-31 | $3.5M | 23k | 152.21 |
| 2020-12-31 | $2.2M | 18k | 127.05 |
| 2020-09-30 | $1.1M | 11k | 101.51 |
| 2020-06-30 | $764k | 7.8k | 98.21 |
| 2020-03-31 | $570k | 6.3k | 90.03 |
| 2019-12-31 | $761k | 5.5k | 137.89 |