JPMorgan Chase & Co. shares owned by Bard Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bard Financial Services
from 13F filings
Historical chart of Bard Financial Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 44k | 315.43 |
| 2025-06-30 | $13M | 45k | 289.91 |
| 2025-03-31 | $11M | 46k | 245.30 |
| 2024-12-31 | $11M | 48k | 239.71 |
| 2024-09-30 | $3.9M | 19k | 210.86 |
| 2024-06-30 | $12M | 57k | 202.26 |
| 2024-03-31 | $12M | 58k | 200.30 |
| 2023-12-31 | $10M | 59k | 170.10 |
| 2023-09-30 | $8.5M | 59k | 145.02 |
| 2023-06-30 | $8.5M | 59k | 145.44 |
| 2023-03-31 | $7.7M | 59k | 130.31 |
| 2022-12-31 | $7.9M | 59k | 134.09 |
| 2022-09-30 | $6.2M | 59k | 104.50 |
| 2022-06-30 | $6.6M | 59k | 112.60 |
| 2022-03-31 | $7.9M | 58k | 136.32 |
| 2021-12-31 | $9.4M | 59k | 158.35 |
| 2021-09-30 | $9.7M | 59k | 163.68 |
| 2021-06-30 | $9.2M | 59k | 155.54 |
| 2021-03-31 | $8.9M | 59k | 150.53 |
| 2020-12-31 | $7.5M | 59k | 127.06 |
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