JPMorgan Chase & Co. shares owned by Caerus Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Caerus Investment Advisors
from 13F filings
Historical chart of Caerus Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Caerus Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $824k | 2.6k | 315.41 |
| 2025-06-30 | $329k | 1.1k | 289.91 |
| 2025-03-31 | $278k | 1.1k | 245.30 |
| 2024-12-31 | $272k | 1.1k | 239.71 |
| 2024-09-30 | $239k | 1.1k | 210.86 |
| 2024-06-30 | $229k | 1.1k | 202.26 |
| 2024-03-31 | $227k | 1.1k | 200.30 |
| 2021-12-31 | $269k | 1.7k | 158.61 |
More positions owned by Caerus Investment Advisors
View all positions for Caerus Investment Advisors