JPMorgan Chase & Co. shares owned by Carson Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.6k | 315.42 |
| 2025-06-30 | $2.9M | 9.9k | 289.91 |
| 2025-03-31 | $2.4M | 10k | 245.31 |
| 2024-12-31 | $2.4M | 10k | 239.70 |
| 2024-09-30 | $2.3M | 11k | 210.86 |
| 2024-06-30 | $2.2M | 11k | 202.26 |
| 2024-03-31 | $2.3M | 11k | 200.29 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $246k | 4.4k | 55.33 |
| 2023-03-31 | $1.3M | 10k | 130.31 |
| 2022-12-31 | $1.4M | 11k | 134.10 |
| 2022-09-30 | $1.1M | 11k | 104.52 |
| 2022-06-30 | $1.0M | 9.0k | 112.64 |
| 2022-03-31 | $1.1M | 8.1k | 136.29 |
| 2021-12-31 | $1.3M | 8.2k | 158.32 |