JPMorgan Chase & Co. shares owned by Aviance Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aviance Capital Partners
from 13F filings
Historical chart of Aviance Capital Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Aviance Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Aviance Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 83k | 315.43 |
| 2025-06-30 | $24M | 82k | 289.91 |
| 2025-03-31 | $20M | 83k | 245.30 |
| 2024-12-31 | $20M | 83k | 239.71 |
| 2024-09-30 | $18M | 84k | 210.81 |
| 2024-06-30 | $17M | 84k | 202.26 |
| 2024-03-31 | $17M | 83k | 200.30 |
| 2023-12-31 | $8.3M | 49k | 170.10 |
| 2023-09-30 | $7.3M | 51k | 145.02 |
| 2023-06-30 | $7.6M | 52k | 145.44 |
| 2023-03-31 | $6.7M | 51k | 130.31 |
| 2022-12-31 | $6.7M | 50k | 134.10 |
| 2022-09-30 | $5.2M | 49k | 104.50 |
| 2022-06-30 | $5.7M | 50k | 112.61 |
| 2022-03-31 | $6.6M | 48k | 136.33 |
| 2021-12-31 | $7.5M | 47k | 158.34 |
| 2021-09-30 | $7.6M | 47k | 163.70 |
| 2021-06-30 | $7.1M | 46k | 155.54 |
| 2021-03-31 | $6.7M | 44k | 152.22 |
| 2020-12-31 | $5.7M | 45k | 127.07 |
| 2020-09-30 | $4.1M | 43k | 96.26 |
| 2020-06-30 | $4.2M | 45k | 94.07 |
| 2020-03-31 | $3.6M | 40k | 90.02 |
| 2019-12-31 | $5.5M | 39k | 139.39 |
| 2019-09-30 | $4.6M | 39k | 117.68 |
| 2019-06-30 | $4.0M | 36k | 111.81 |
| 2019-03-31 | $3.6M | 35k | 101.22 |
| 2018-12-31 | $3.2M | 33k | 97.59 |
| 2018-09-30 | $4.1M | 36k | 112.84 |
| 2018-06-30 | $3.0M | 38k | 77.91 |
| 2018-03-31 | $4.5M | 41k | 109.97 |
| 2017-12-31 | $4.4M | 41k | 106.94 |
| 2017-09-30 | $3.9M | 41k | 95.50 |
| 2017-06-30 | $3.9M | 42k | 91.41 |
| 2017-03-31 | $3.7M | 42k | 87.84 |
| 2016-12-31 | $3.8M | 44k | 86.30 |
| 2016-09-30 | $3.1M | 47k | 66.58 |
| 2016-06-30 | $3.0M | 49k | 62.14 |
| 2016-03-31 | $3.0M | 50k | 59.21 |
| 2015-12-31 | $3.8M | 57k | 66.03 |
| 2015-09-30 | $3.4M | 52k | 64.91 |
| 2015-06-30 | $3.5M | 52k | 67.75 |
| 2015-03-31 | $2.8M | 46k | 60.57 |
| 2014-12-31 | $2.4M | 39k | 62.59 |
| 2014-09-30 | $2.4M | 40k | 60.25 |
| 2014-06-30 | $2.6M | 45k | 57.63 |
| 2014-03-31 | $3.0M | 49k | 60.62 |
| 2013-12-31 | $4.6M | 79k | 58.48 |
| 2013-09-30 | $4.3M | 83k | 51.68 |
| 2013-06-30 | $2.4M | 46k | 52.80 |