JPMorgan Chase & Co. shares owned by Bernzott Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bernzott Capital Advisors
from 13F filings
Historical chart of Bernzott Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bernzott Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.9M | 35k | 170.10 |
| 2023-09-30 | $6.6M | 46k | 145.02 |
| 2023-06-30 | $7.7M | 53k | 145.44 |
| 2023-03-31 | $7.1M | 55k | 130.31 |
| 2022-12-31 | $9.1M | 68k | 134.10 |
| 2022-09-30 | $6.8M | 65k | 104.50 |
| 2022-06-30 | $2.8M | 25k | 112.63 |