JPMorgan Chase & Co. shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ellsworth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.2M | 10k | 309.26 |
| 2025-09-30 | $2.8M | 9.3k | 305.69 |
| 2025-06-30 | $2.4M | 8.2k | 289.92 |
| 2025-03-31 | $2.2M | 9.1k | 245.29 |
| 2024-12-31 | $2.1M | 8.9k | 239.72 |
| 2024-09-30 | $1.7M | 8.2k | 210.86 |
| 2024-06-30 | $1.5M | 7.3k | 202.27 |
| 2024-03-31 | $1.2M | 6.6k | 182.78 |
| 2023-12-31 | $1.1M | 6.4k | 170.10 |
| 2023-09-30 | $858k | 5.9k | 145.30 |
| 2023-06-30 | $616k | 4.2k | 145.44 |
| 2023-03-31 | $521k | 4.0k | 130.32 |
| 2022-12-31 | $429k | 3.1k | 136.56 |
| 2022-09-30 | $252k | 2.4k | 104.30 |
| 2022-06-30 | $338k | 3.0k | 112.78 |
| 2022-03-31 | $330k | 2.5k | 131.58 |
| 2021-09-30 | $278k | 1.7k | 163.63 |
| 2021-06-30 | $287k | 1.8k | 155.81 |
| 2021-03-31 | $280k | 1.8k | 152.09 |