JPMorgan Chase & Co. shares owned by Cavalier Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cavalier Investments
from 13F filings
Historical chart of Cavalier Investments investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cavalier Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 36k | 246.01 |
| 2025-06-30 | $9.8M | 34k | 289.91 |
| 2025-03-31 | $8.4M | 34k | 245.30 |
| 2024-12-31 | $1.1M | 4.7k | 239.71 |
| 2024-09-30 | $950k | 4.5k | 210.86 |
| 2024-06-30 | $856k | 4.2k | 202.26 |
| 2024-03-31 | $822k | 4.1k | 200.30 |
| 2023-09-30 | $552k | 3.8k | 145.02 |
| 2023-06-30 | $533k | 3.7k | 145.44 |
| 2023-03-31 | $449k | 3.4k | 130.31 |
| 2022-12-31 | $437k | 3.3k | 134.10 |
| 2022-09-30 | $357k | 3.4k | 104.42 |
| 2022-06-30 | $417k | 3.7k | 112.61 |
| 2022-03-31 | $502k | 3.7k | 136.45 |
| 2021-12-31 | $548k | 3.5k | 158.38 |
| 2018-03-31 | $71k | 643 | 110.42 |