JPMorgan Chase & Co. shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $2.8M | 17k | 163.47 |
| 2021-06-30 | $2.2M | 14k | 155.56 |
| 2021-03-31 | $1.8M | 12k | 152.25 |
| 2020-12-31 | $1.4M | 11k | 126.09 |
| 2020-09-30 | $817k | 8.9k | 91.37 |
| 2020-06-30 | $1.2M | 13k | 92.70 |
| 2020-03-31 | $1.0M | 12k | 87.16 |
| 2019-12-31 | $851k | 6.1k | 138.95 |
| 2019-09-30 | $694k | 5.9k | 116.97 |
| 2019-06-30 | $682k | 6.1k | 111.57 |
| 2019-03-31 | $526k | 5.2k | 100.60 |
| 2018-12-31 | $402k | 4.1k | 97.25 |
| 2018-09-30 | $897k | 7.9k | 112.87 |
| 2018-06-30 | $838k | 8.0k | 104.45 |
| 2018-03-31 | $824k | 7.5k | 110.20 |
| 2017-12-31 | $815k | 7.6k | 106.89 |