JPMorgan Chase & Co. shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 66k | 315.43 |
| 2025-06-30 | $19M | 66k | 289.91 |
| 2025-03-31 | $16M | 66k | 245.30 |
| 2024-12-31 | $15M | 63k | 239.71 |
| 2024-09-30 | $14M | 64k | 210.86 |
| 2024-06-30 | $14M | 68k | 202.26 |
| 2024-03-31 | $14M | 68k | 200.30 |
| 2023-12-31 | $11M | 63k | 170.10 |
| 2023-09-30 | $9.3M | 64k | 145.02 |
| 2023-06-30 | $12M | 84k | 145.44 |
| 2023-03-31 | $8.3M | 64k | 130.31 |
| 2022-12-31 | $8.5M | 63k | 134.10 |
| 2022-09-30 | $6.5M | 62k | 104.51 |
| 2022-06-30 | $6.6M | 59k | 112.61 |
| 2022-03-31 | $6.9M | 51k | 136.33 |
| 2021-12-31 | $7.3M | 46k | 158.35 |
| 2021-09-30 | $7.4M | 45k | 163.70 |
| 2021-06-30 | $6.2M | 40k | 155.53 |
| 2021-03-31 | $6.4M | 42k | 152.23 |
| 2020-12-31 | $7.3M | 57k | 127.06 |
| 2020-09-30 | $5.3M | 55k | 96.27 |
| 2020-06-30 | $5.2M | 56k | 94.06 |
| 2020-03-31 | $4.4M | 49k | 90.02 |
| 2019-12-31 | $6.8M | 49k | 139.41 |
| 2019-09-30 | $5.6M | 48k | 117.69 |
| 2019-06-30 | $5.2M | 46k | 111.78 |
| 2019-03-31 | $5.6M | 55k | 101.23 |
| 2018-12-31 | $4.4M | 45k | 97.62 |
| 2018-09-30 | $4.9M | 44k | 112.83 |
| 2018-06-30 | $4.6M | 44k | 104.19 |
| 2018-03-31 | $4.7M | 43k | 109.33 |
| 2017-12-31 | $4.9M | 46k | 106.94 |
| 2017-09-30 | $4.2M | 44k | 95.51 |
| 2017-06-30 | $4.1M | 45k | 91.40 |
| 2017-03-31 | $3.8M | 43k | 87.83 |
| 2016-12-31 | $3.8M | 44k | 86.29 |
| 2016-09-30 | $2.9M | 43k | 66.59 |
| 2016-06-30 | $2.7M | 43k | 62.15 |
| 2016-03-31 | $2.5M | 43k | 59.21 |
| 2015-12-31 | $2.4M | 37k | 66.03 |
| 2015-09-30 | $2.1M | 35k | 60.97 |
| 2015-06-30 | $2.6M | 39k | 67.75 |
| 2015-03-31 | $2.4M | 39k | 60.59 |
| 2014-12-31 | $2.5M | 40k | 62.57 |
| 2014-09-30 | $2.5M | 41k | 60.31 |
| 2014-06-30 | $2.3M | 40k | 57.57 |
| 2014-03-31 | $2.5M | 41k | 60.56 |
| 2013-12-31 | $2.3M | 40k | 58.48 |
| 2013-09-30 | $2.1M | 40k | 51.70 |
| 2013-06-30 | $2.1M | 40k | 52.79 |
| 2013-03-31 | $2.0M | 43k | 47.46 |
| 2012-12-31 | $1.9M | 44k | 43.98 |
| 2012-09-30 | $1.7M | 43k | 40.49 |
| 2012-06-30 | $1.5M | 42k | 35.72 |
| 2012-03-31 | $2.0M | 43k | 45.98 |
| 2011-12-31 | $1.4M | 44k | 33.25 |
| 2011-09-30 | $1.5M | 51k | 30.13 |
| 2011-06-30 | $1.9M | 46k | 40.94 |
| 2011-03-31 | $2.0M | 43k | 46.10 |