JPMorgan Chase & Co. shares owned by Cadent Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cadent Capital Advisors
from 13F filings
Historical chart of Cadent Capital Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Cadent Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Cadent Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.2k | 315.45 |
| 2025-06-30 | $538k | 1.9k | 289.88 |
| 2025-03-31 | $474k | 1.9k | 245.24 |
| 2024-12-31 | $462k | 1.9k | 239.75 |
| 2024-09-30 | $350k | 1.7k | 210.81 |
| 2024-06-30 | $270k | 1.3k | 202.26 |
| 2024-03-31 | $267k | 1.3k | 200.31 |
| 2023-12-31 | $227k | 1.3k | 170.16 |
| 2022-03-31 | $430k | 3.2k | 136.29 |
| 2021-12-31 | $323k | 2.0k | 158.18 |
| 2021-09-30 | $353k | 2.2k | 163.58 |
| 2021-06-30 | $342k | 2.2k | 155.31 |
| 2021-03-31 | $319k | 2.1k | 152.12 |
| 2020-12-31 | $248k | 2.0k | 126.98 |