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JPMorgan Chase & Co. shares owned by Asset Advisors Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Asset Advisors Investment Management from 13F filings

Historical chart of Asset Advisors Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Asset Advisors Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 7.7k 315.43
2025-06-30 $2.2M 7.6k 289.91
2025-03-31 $1.9M 7.6k 245.30
2024-12-31 $1.8M 7.6k 239.71
2024-09-30 $1.6M 7.5k 210.86
2024-06-30 $1.5M 7.5k 202.26
2021-12-31 $294k 1.9k 158.15
2021-09-30 $285k 1.7k 163.42
2021-06-30 $271k 1.7k 155.57
2021-03-31 $272k 1.7k 156.14
2020-06-30 $215k 2.3k 94.09
2020-03-31 $312k 3.5k 89.99
2019-12-31 $480k 3.5k 138.73
2019-09-30 $349k 3.0k 117.59
2019-06-30 $405k 3.6k 111.88
2019-03-31 $363k 3.6k 101.17
2018-12-31 $350k 3.6k 97.55
2018-09-30 $898k 8.0k 112.90