JPMorgan Chase & Co. shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $958k | 3.0k | 315.40 |
| 2025-06-30 | $900k | 3.1k | 289.94 |
| 2025-03-31 | $761k | 3.1k | 245.28 |
| 2024-12-31 | $924k | 3.9k | 239.73 |
| 2024-09-30 | $820k | 3.9k | 210.85 |
| 2024-06-30 | $825k | 4.1k | 202.28 |
| 2024-03-31 | $853k | 4.3k | 200.29 |
| 2023-12-31 | $927k | 5.4k | 170.09 |
| 2023-09-30 | $791k | 5.5k | 145.02 |
| 2023-06-30 | $824k | 5.7k | 145.45 |
| 2023-03-31 | $764k | 5.9k | 130.31 |
| 2022-12-31 | $1.1M | 8.1k | 134.10 |
| 2022-09-30 | $850k | 8.1k | 104.49 |
| 2022-06-30 | $903k | 8.0k | 112.59 |
| 2022-03-31 | $1.1M | 7.9k | 136.35 |
| 2021-12-31 | $1.3M | 8.2k | 158.32 |
| 2021-09-30 | $1.3M | 7.8k | 163.71 |
| 2021-06-30 | $1.2M | 7.6k | 155.59 |
| 2021-03-31 | $817k | 6.4k | 127.00 |
| 2020-12-31 | $817k | 6.4k | 127.00 |