JPMorgan Chase & Co. shares owned by Brendel Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Brendel Financial Advisors
from 13F filings
Historical chart of Brendel Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Brendel Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 13k | 315.43 |
| 2025-06-30 | $3.7M | 13k | 289.89 |
| 2025-03-31 | $3.3M | 13k | 245.32 |
| 2024-12-31 | $3.2M | 13k | 239.72 |
| 2024-09-30 | $2.8M | 13k | 210.86 |
| 2024-06-30 | $2.7M | 13k | 202.26 |
| 2024-03-31 | $2.7M | 13k | 200.33 |
| 2023-12-31 | $2.3M | 13k | 170.14 |
| 2023-09-30 | $2.0M | 14k | 145.04 |
| 2023-06-30 | $2.0M | 14k | 145.41 |
| 2023-03-31 | $1.8M | 14k | 130.33 |
| 2022-12-31 | $1.9M | 14k | 134.07 |
| 2022-09-30 | $1.4M | 14k | 104.51 |
| 2022-06-30 | $1.7M | 15k | 112.64 |
| 2022-03-31 | $2.0M | 15k | 136.30 |
| 2021-12-31 | $2.4M | 15k | 158.37 |
| 2021-09-30 | $2.5M | 15k | 163.68 |
| 2021-06-30 | $2.3M | 15k | 155.54 |
| 2021-03-31 | $3.3M | 22k | 152.25 |
| 2020-12-31 | $2.8M | 22k | 127.05 |
| 2020-09-30 | $2.1M | 22k | 96.28 |
| 2020-06-30 | $2.1M | 22k | 94.04 |
| 2020-03-31 | $2.0M | 22k | 90.03 |
| 2019-12-31 | $3.1M | 22k | 139.40 |
| 2019-09-30 | $2.6M | 22k | 117.70 |
| 2019-06-30 | $2.5M | 22k | 111.82 |
| 2019-03-31 | $2.2M | 22k | 101.24 |
| 2018-12-31 | $2.1M | 22k | 97.60 |
More positions owned by Brendel Financial Advisors
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