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JPMorgan Chase & Co. shares owned by Buttonwood Financial Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Buttonwood Financial Advisors from 13F filings

Historical chart of Buttonwood Financial Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Buttonwood 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 Buttonwood Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 5.1k 210.84
2024-06-30 $1.1M 5.2k 202.26
2024-03-31 $1.2M 5.8k 200.28
2023-12-31 $1.0M 5.9k 170.10
2023-09-30 $869k 6.0k 145.02
2023-06-30 $858k 5.9k 145.45
2023-03-31 $696k 5.3k 130.32
2022-12-31 $716k 5.3k 134.09
2022-09-30 $619k 5.7k 109.42
2022-06-30 $655k 5.8k 112.52
2022-03-31 $469k 3.4k 136.34
2021-12-31 $267k 1.7k 158.18