JPMorgan Chase & Co. shares owned by Detalus Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Detalus Advisors
from 13F filings
Historical chart of Detalus Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Detalus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $844k | 2.7k | 315.44 |
| 2025-06-30 | $775k | 2.7k | 289.91 |
| 2025-03-31 | $650k | 2.7k | 245.31 |
| 2024-12-31 | $649k | 2.7k | 239.70 |
| 2024-09-30 | $590k | 2.8k | 210.83 |
| 2024-06-30 | $537k | 2.7k | 202.24 |
| 2024-03-31 | $357k | 1.8k | 200.27 |
| 2023-12-31 | $292k | 1.7k | 170.07 |
| 2023-09-30 | $237k | 1.6k | 145.00 |
| 2023-06-30 | $252k | 1.7k | 145.42 |
| 2023-03-31 | $330k | 2.5k | 130.30 |
| 2022-12-31 | $343k | 2.6k | 134.09 |
| 2022-09-30 | $257k | 2.5k | 104.39 |
| 2022-06-30 | $210k | 1.9k | 112.78 |
| 2021-12-31 | $211k | 1.3k | 158.41 |
| 2021-09-30 | $285k | 1.7k | 163.61 |
| 2021-06-30 | $271k | 1.7k | 155.57 |
| 2021-03-31 | $388k | 2.6k | 152.16 |
| 2020-12-31 | $365k | 2.9k | 126.96 |
| 2020-09-30 | $280k | 2.9k | 96.29 |
| 2020-06-30 | $258k | 2.7k | 94.13 |
| 2020-03-31 | $247k | 2.7k | 90.11 |
| 2019-12-31 | $381k | 2.7k | 139.51 |