JPMorgan Chase & Co. shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Certified Advisory Corp 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 Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 23k | 170.10 |
| 2023-09-30 | $8.0M | 55k | 145.03 |
| 2023-06-30 | $3.2M | 22k | 145.45 |
| 2023-03-31 | $2.6M | 20k | 130.32 |
| 2022-12-31 | $2.7M | 20k | 134.11 |
| 2022-09-30 | $2.1M | 20k | 105.26 |
| 2022-06-30 | $2.1M | 20k | 105.26 |
| 2022-03-31 | $2.6M | 20k | 131.58 |
| 2021-12-31 | $2.8M | 19k | 151.52 |
| 2021-09-30 | $2.8M | 18k | 151.52 |
| 2021-06-30 | $2.8M | 18k | 151.52 |
| 2021-03-31 | $2.7M | 18k | 151.52 |
| 2020-06-30 | $1.6M | 18k | 90.91 |
| 2020-03-31 | $1.3M | 15k | 90.91 |
| 2019-12-31 | $1.9M | 12k | 151.52 |
| 2019-09-30 | $1.4M | 11k | 129.03 |
| 2019-06-30 | $1.1M | 12k | 96.77 |
| 2019-03-31 | $1.1M | 12k | 96.77 |
| 2018-12-31 | $1.0M | 11k | 96.77 |
| 2018-09-30 | $1.1M | 12k | 96.77 |
| 2018-06-30 | $1.3M | 12k | 108.11 |
| 2018-03-31 | $1.3M | 12k | 108.11 |
| 2017-12-31 | $222k | 2.4k | 90.91 |