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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Brendel Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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