JPMorgan Chase & Co. shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.5k | 315.43 |
| 2025-06-30 | $1.6M | 5.6k | 289.91 |
| 2025-03-31 | $1.4M | 5.6k | 245.30 |
| 2024-12-31 | $1.3M | 5.3k | 239.71 |
| 2024-09-30 | $1.1M | 5.4k | 210.86 |
| 2024-06-30 | $1.1M | 5.5k | 202.26 |
| 2024-03-31 | $1.1M | 5.7k | 200.30 |
| 2023-12-31 | $923k | 5.4k | 170.10 |
| 2023-09-30 | $787k | 5.4k | 145.02 |
| 2023-06-30 | $789k | 5.4k | 145.44 |
| 2023-03-31 | $732k | 5.6k | 130.31 |
| 2022-12-31 | $747k | 5.6k | 134.09 |
| 2022-09-30 | $570k | 5.5k | 104.45 |
| 2022-06-30 | $608k | 5.4k | 112.66 |
| 2022-03-31 | $736k | 5.4k | 136.37 |
| 2021-12-31 | $855k | 5.4k | 158.42 |
| 2021-09-30 | $883k | 5.4k | 163.61 |
| 2021-06-30 | $838k | 5.4k | 155.56 |
| 2021-03-31 | $820k | 5.4k | 152.22 |
| 2020-12-31 | $685k | 5.4k | 127.02 |
| 2020-09-30 | $519k | 5.4k | 96.24 |
| 2020-06-30 | $509k | 5.4k | 94.00 |
| 2020-03-31 | $373k | 4.1k | 89.94 |
| 2019-12-31 | $565k | 4.1k | 139.44 |
| 2019-09-30 | $488k | 4.1k | 117.73 |
| 2019-06-30 | $463k | 4.1k | 111.70 |
| 2019-03-31 | $424k | 4.2k | 101.31 |
| 2018-12-31 | $405k | 4.1k | 97.71 |
| 2018-09-30 | $468k | 4.1k | 112.91 |
| 2018-06-30 | $495k | 4.8k | 104.10 |
| 2018-03-31 | $531k | 4.8k | 109.94 |
| 2017-12-31 | $539k | 5.0k | 107.03 |
| 2017-09-30 | $447k | 4.7k | 95.53 |
| 2017-06-30 | $396k | 4.3k | 91.33 |
| 2017-03-31 | $381k | 4.3k | 87.87 |
| 2016-12-31 | $386k | 4.5k | 86.35 |
| 2016-09-30 | $276k | 4.1k | 66.52 |
| 2016-06-30 | $257k | 4.1k | 61.96 |
| 2016-03-31 | $6.0k | 4.2k | 1.43 |
| 2015-12-31 | $28k | 4.3k | 6.44 |
| 2015-09-30 | $252k | 4.1k | 60.78 |
| 2015-06-30 | $269k | 4.0k | 67.76 |
| 2015-03-31 | $241k | 4.0k | 60.58 |
| 2014-12-31 | $248k | 4.0k | 62.50 |