JPMorgan Chase & Co. shares owned by Cooper/haims Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cooper/haims Advisors
from 13F filings
Historical chart of Cooper/haims Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Cooper/haims Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Cooper/haims Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.3k | 315.39 |
| 2025-06-30 | $946k | 3.3k | 289.93 |
| 2025-03-31 | $748k | 3.0k | 245.29 |
| 2024-12-31 | $732k | 3.1k | 239.68 |
| 2024-09-30 | $644k | 3.1k | 210.87 |
| 2024-06-30 | $655k | 3.2k | 202.25 |
| 2024-03-31 | $585k | 2.9k | 200.33 |
| 2023-09-30 | $411k | 2.8k | 145.04 |
| 2023-06-30 | $401k | 2.8k | 145.45 |
| 2023-03-31 | $344k | 2.6k | 130.29 |
| 2022-12-31 | $354k | 2.6k | 134.24 |
| 2022-09-30 | $288k | 2.8k | 104.58 |
| 2022-06-30 | $321k | 2.9k | 112.55 |
| 2022-03-31 | $380k | 2.8k | 136.45 |
| 2021-12-31 | $555k | 3.5k | 158.48 |
| 2021-09-30 | $573k | 3.5k | 163.67 |
| 2021-06-30 | $545k | 3.5k | 155.67 |
| 2021-03-31 | $370k | 2.4k | 152.20 |
| 2020-12-31 | $294k | 2.3k | 127.05 |
| 2019-12-31 | $258k | 1.9k | 139.38 |
| 2019-09-30 | $218k | 1.9k | 117.77 |
| 2019-06-30 | $207k | 1.9k | 111.83 |
| 2019-03-31 | $3.9M | 39k | 101.24 |
| 2018-09-30 | $235k | 2.1k | 112.76 |
| 2018-06-30 | $219k | 2.1k | 104.19 |
| 2018-03-31 | $227k | 2.1k | 109.77 |
| 2017-12-31 | $228k | 2.1k | 106.84 |