JPMorgan Chase & Co. shares owned by Dana Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dana Investment Advisors
from 13F filings
Historical chart of Dana Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Dana Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Dana Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 125k | 315.43 |
| 2025-06-30 | $38M | 132k | 289.91 |
| 2025-03-31 | $33M | 135k | 245.30 |
| 2024-12-31 | $33M | 138k | 239.71 |
| 2024-09-30 | $29M | 137k | 210.86 |
| 2024-06-30 | $27M | 135k | 202.26 |
| 2024-03-31 | $24M | 121k | 200.30 |
| 2023-12-31 | $17M | 103k | 170.10 |
| 2023-09-30 | $7.4M | 51k | 145.02 |
| 2023-06-30 | $6.2M | 43k | 145.44 |
| 2023-03-31 | $5.7M | 44k | 130.31 |
| 2022-12-31 | $6.4M | 47k | 134.10 |
| 2022-09-30 | $5.2M | 50k | 104.50 |
| 2022-06-30 | $17M | 148k | 112.61 |
| 2022-03-31 | $20M | 150k | 136.32 |
| 2021-12-31 | $34M | 214k | 158.35 |
| 2021-09-30 | $37M | 226k | 163.69 |
| 2021-06-30 | $39M | 252k | 155.54 |
| 2021-03-31 | $38M | 249k | 152.23 |
| 2020-12-31 | $33M | 263k | 127.07 |
| 2020-09-30 | $25M | 260k | 96.27 |
| 2020-06-30 | $26M | 273k | 94.06 |
| 2020-03-31 | $27M | 295k | 90.03 |
| 2019-12-31 | $38M | 271k | 139.40 |
| 2019-09-30 | $34M | 291k | 117.69 |
| 2019-06-30 | $34M | 306k | 111.80 |
| 2019-03-31 | $33M | 330k | 101.23 |
| 2018-12-31 | $33M | 341k | 97.62 |
| 2018-09-30 | $40M | 358k | 112.84 |
| 2018-06-30 | $38M | 361k | 104.20 |
| 2018-03-31 | $40M | 362k | 109.97 |
| 2017-12-31 | $40M | 374k | 106.94 |
| 2017-09-30 | $38M | 393k | 95.51 |
| 2017-06-30 | $37M | 407k | 91.40 |
| 2017-03-31 | $36M | 410k | 87.84 |
| 2016-12-31 | $40M | 458k | 86.29 |
| 2016-09-30 | $34M | 505k | 66.59 |
| 2016-06-30 | $30M | 484k | 62.14 |
| 2016-03-31 | $29M | 489k | 59.22 |
| 2015-12-31 | $10M | 10k | 1000.00 |
| 2015-09-30 | $9.3M | 153k | 60.97 |
| 2015-06-30 | $10M | 152k | 67.76 |
| 2015-03-31 | $9.6M | 158k | 60.58 |
| 2014-12-31 | $12M | 184k | 62.58 |
| 2014-09-30 | $9.1M | 150k | 60.24 |
| 2014-06-30 | $8.8M | 153k | 57.62 |
| 2014-03-31 | $27M | 449k | 60.71 |
| 2013-12-31 | $23M | 388k | 58.48 |
| 2013-09-30 | $20M | 387k | 51.69 |
| 2013-06-30 | $21M | 400k | 52.79 |