JPMorgan Chase & Co. shares owned by Camarda Wealth Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Camarda Wealth Advisory
from 13F filings
Historical chart of Camarda Wealth Advisory investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Camarda Wealth Advisory 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 Camarda Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 11k | 315.44 |
| 2025-06-30 | $3.1M | 11k | 289.91 |
| 2025-03-31 | $2.7M | 11k | 245.29 |
| 2024-12-31 | $2.8M | 12k | 239.72 |
| 2024-09-30 | $2.5M | 12k | 210.85 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.3M | 12k | 200.29 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.7M | 11k | 145.03 |
| 2021-06-30 | $204k | 1.3k | 155.61 |
| 2019-06-30 | $123k | 1.1k | 111.62 |
| 2019-03-31 | $125k | 1.2k | 101.63 |
| 2018-12-31 | $54k | 550 | 98.18 |
| 2018-09-30 | $96k | 854 | 112.41 |
| 2018-06-30 | $74k | 709 | 104.37 |
| 2018-03-31 | $78k | 709 | 110.01 |
| 2017-12-31 | $76k | 109 | 697.25 |
| 2017-09-30 | $76k | 794 | 95.72 |
| 2017-06-30 | $73k | 794 | 91.94 |
| 2017-03-31 | $93k | 1.1k | 87.41 |
| 2016-12-31 | $136k | 1.6k | 86.57 |
| 2016-09-30 | $78k | 1.2k | 67.01 |
| 2016-06-30 | $72k | 1.2k | 61.86 |
| 2016-03-31 | $24k | 403 | 59.55 |
| 2015-12-31 | $27k | 403 | 67.00 |
| 2015-09-30 | $6.0k | 100 | 60.00 |
| 2015-03-31 | $3.0k | 43 | 69.77 |
| 2014-12-31 | $78k | 1.2k | 62.75 |
| 2014-09-30 | $3.0k | 43 | 69.77 |
| 2014-06-30 | $2.0k | 43 | 46.51 |
| 2014-03-31 | $3.0k | 43 | 69.77 |
| 2013-12-31 | $3.0k | 43 | 69.77 |
| 2013-06-30 | $4.0k | 80 | 50.00 |