JPMorgan Chase & Co. shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 16k | 315.43 |
| 2025-06-30 | $5.6M | 19k | 289.92 |
| 2025-03-31 | $3.5M | 14k | 245.30 |
| 2024-12-31 | $2.8M | 12k | 239.72 |
| 2024-09-30 | $2.5M | 12k | 210.85 |
| 2021-09-30 | $1.1M | 6.8k | 163.72 |
| 2021-06-30 | $1.1M | 7.1k | 155.46 |
| 2015-06-30 | $559k | 8.2k | 67.80 |
| 2014-06-30 | $779k | 14k | 57.59 |
| 2014-03-31 | $911k | 15k | 60.73 |
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