JPMorgan Chase & Co. shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 2.0k | 315.43 |
| 2025-06-30 | $574k | 2.0k | 289.91 |
| 2025-03-31 | $427k | 1.7k | 245.30 |
| 2024-12-31 | $408k | 1.7k | 239.71 |
| 2024-09-30 | $348k | 1.7k | 210.86 |
| 2024-03-31 | $321k | 1.6k | 200.30 |
| 2023-12-31 | $352k | 2.1k | 170.10 |
| 2023-09-30 | $300k | 2.1k | 145.02 |
| 2023-06-30 | $171k | 1.2k | 145.44 |
| 2023-03-31 | $141k | 1.1k | 130.31 |
| 2022-12-31 | $156k | 1.2k | 134.10 |
| 2022-09-30 | $83k | 797 | 104.14 |
| 2022-06-30 | $112k | 997 | 112.34 |
| 2021-12-31 | $114k | 718 | 158.77 |
| 2021-09-30 | $139k | 851 | 163.34 |