JPMorgan Chase & Co. shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 1.4k | 315.43 |
| 2025-06-30 | $399k | 1.4k | 289.91 |
| 2025-03-31 | $337k | 1.4k | 245.30 |
| 2024-12-31 | $330k | 1.4k | 239.71 |
| 2024-09-30 | $290k | 1.4k | 210.86 |
| 2024-06-30 | $278k | 1.4k | 202.26 |
| 2024-03-31 | $275k | 1.4k | 200.30 |
| 2023-12-31 | $276k | 1.6k | 170.10 |
| 2023-09-30 | $236k | 1.6k | 145.02 |
| 2023-06-30 | $345k | 2.4k | 145.44 |
| 2023-03-31 | $472k | 3.6k | 130.31 |
| 2022-12-31 | $483k | 3.6k | 134.10 |
| 2022-09-30 | $481k | 4.6k | 104.57 |
| 2022-06-30 | $549k | 4.9k | 112.62 |
| 2022-03-31 | $511k | 3.8k | 136.27 |
| 2021-12-31 | $475k | 3.0k | 158.33 |
| 2021-09-30 | $835k | 5.1k | 163.73 |
| 2021-06-30 | $700k | 4.5k | 155.56 |
| 2020-06-30 | $21k | 228 | 92.11 |
| 2020-03-31 | $21k | 228 | 92.11 |
| 2019-12-31 | $32k | 228 | 140.35 |
| 2019-09-30 | $27k | 228 | 118.42 |
| 2019-06-30 | $25k | 228 | 109.65 |
| 2019-03-31 | $43k | 428 | 100.47 |
| 2018-12-31 | $42k | 428 | 98.13 |
| 2018-09-30 | $48k | 428 | 112.15 |
| 2018-06-30 | $45k | 428 | 105.14 |
| 2018-03-31 | $47k | 428 | 109.81 |
| 2017-12-31 | $46k | 428 | 107.48 |
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