JPMorgan Chase & Co. shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.6k | 315.43 |
| 2025-06-30 | $2.6M | 9.1k | 289.91 |
| 2025-03-31 | $2.1M | 8.6k | 245.30 |
| 2024-12-31 | $1.8M | 7.6k | 239.71 |
| 2024-09-30 | $22M | 104k | 210.86 |
| 2024-06-30 | $21M | 104k | 202.26 |
| 2024-03-31 | $20M | 102k | 200.30 |
| 2023-12-31 | $3.8M | 24k | 158.35 |
| 2023-09-30 | $15M | 103k | 145.02 |
| 2023-06-30 | $9.8M | 68k | 145.44 |
| 2023-03-31 | $7.6M | 59k | 130.31 |
| 2022-12-31 | $8.0M | 60k | 134.10 |
| 2022-09-30 | $6.3M | 61k | 104.49 |
| 2022-06-30 | $6.1M | 54k | 112.62 |
| 2022-03-31 | $3.6M | 27k | 136.34 |
| 2021-12-31 | $3.8M | 24k | 158.35 |
| 2021-09-30 | $3.3M | 20k | 163.70 |
| 2021-06-30 | $3.0M | 19k | 155.53 |
| 2021-03-31 | $1.4M | 9.5k | 152.23 |
| 2020-12-31 | $3.3M | 26k | 127.06 |
| 2020-09-30 | $127M | 42k | 3000.00 |
| 2020-06-30 | $394k | 4.2k | 93.85 |
| 2020-03-31 | $398k | 4.4k | 90.00 |
| 2019-12-31 | $731k | 5.2k | 139.32 |
| 2018-12-31 | $367k | 3.8k | 97.48 |
More positions owned by Cary Street Partner Investment Advisory
View all positions for Cary Street Partner Investment Advisory