JPMorgan Chase & Co. shares owned by Cumberland Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cumberland Advisors
from 13F filings
Historical chart of Cumberland Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cumberland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 1.0k | 315.43 |
| 2025-06-30 | $290k | 1.0k | 289.91 |
| 2025-03-31 | $335k | 1.4k | 245.30 |
| 2024-12-31 | $324k | 1.4k | 239.71 |
| 2024-09-30 | $285k | 1.4k | 210.86 |
| 2024-06-30 | $305k | 1.5k | 202.26 |
| 2024-03-31 | $3.3M | 17k | 200.30 |
| 2023-12-31 | $2.8M | 16k | 170.10 |
| 2023-09-30 | $2.4M | 16k | 145.02 |
| 2023-06-30 | $2.4M | 17k | 145.44 |
| 2023-03-31 | $3.9M | 30k | 130.31 |
| 2022-12-31 | $4.0M | 30k | 134.10 |
| 2022-09-30 | $5.0M | 48k | 104.50 |
| 2022-06-30 | $5.4M | 48k | 112.60 |
| 2022-03-31 | $7.1M | 52k | 136.33 |
| 2021-12-31 | $8.3M | 53k | 158.35 |
| 2021-09-30 | $8.2M | 50k | 163.69 |
| 2021-06-30 | $7.7M | 50k | 155.54 |
| 2021-03-31 | $6.3M | 41k | 152.24 |
| 2020-12-31 | $5.0M | 40k | 127.07 |
| 2019-12-31 | $369k | 2.7k | 139.25 |
| 2019-09-30 | $312k | 2.7k | 117.74 |
| 2019-06-30 | $296k | 2.7k | 111.70 |
| 2019-03-31 | $268k | 2.7k | 101.13 |
| 2018-12-31 | $263k | 2.7k | 97.44 |