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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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All positions including JPMorgan Chase & Co. held by Detalus Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Detalus Advisors

Quarter filed Position value Share count Share price at filing
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