JPMorgan Chase & Co. shares owned by Avalon Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.6k | 315.41 |
| 2025-06-30 | $1.1M | 4.0k | 289.89 |
| 2025-03-31 | $1.1M | 4.4k | 245.30 |
| 2024-12-31 | $1.1M | 4.5k | 239.71 |
| 2024-09-30 | $880k | 4.2k | 210.86 |
| 2024-06-30 | $888k | 4.4k | 202.26 |
| 2024-03-31 | $1.0M | 5.0k | 200.30 |
| 2023-12-31 | $751k | 4.4k | 170.10 |
| 2023-09-30 | $625k | 4.3k | 145.02 |
| 2023-06-30 | $671k | 4.6k | 145.44 |
| 2023-03-31 | $558k | 4.3k | 130.31 |