JPMorgan Chase & Co. shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 1.9k | 315.42 |
| 2025-06-30 | $777k | 2.7k | 289.87 |
| 2025-03-31 | $672k | 2.7k | 245.30 |
| 2024-12-31 | $658k | 2.7k | 239.66 |
| 2024-09-30 | $672k | 3.2k | 210.88 |
| 2024-06-30 | $655k | 3.2k | 202.27 |
| 2024-03-31 | $573k | 2.9k | 200.28 |