JPMorgan Chase & Co. shares owned by Bellwether Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $372k | 1.2k | 322.22 |
| 2025-09-30 | $353k | 1.1k | 315.43 |
| 2025-06-30 | $306k | 1.1k | 289.91 |
| 2025-03-31 | $266k | 1.1k | 245.30 |
| 2024-12-31 | $269k | 1.1k | 239.81 |
| 2024-09-30 | $218k | 1.0k | 210.95 |
| 2023-03-31 | $13k | 96 | 130.92 |
| 2022-12-31 | $20k | 145 | 134.51 |
| 2022-09-30 | $51k | 493 | 103.45 |
| 2022-06-30 | $25k | 225 | 111.11 |
| 2022-03-31 | $30k | 223 | 134.53 |
| 2021-12-31 | $35k | 223 | 156.95 |
| 2021-09-30 | $36k | 223 | 161.44 |
| 2021-06-30 | $34k | 223 | 152.47 |
| 2021-03-31 | $55k | 365 | 150.68 |
| 2020-12-31 | $11k | 94 | 117.02 |