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JPMorgan Chase & Co. shares owned by Epic Trust Investment Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Epic Trust Investment Advisors from 13F filings

Historical chart of Epic Trust Investment Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $283k 1.4k 202.30
2024-03-31 $247k 1.2k 200.36
2023-03-31 $554k 4.3k 130.32
2022-12-31 $369k 2.8k 134.08
2022-09-30 $403k 3.9k 104.57
2022-06-30 $362k 3.2k 112.63
2022-03-31 $306k 2.2k 136.49
2021-12-31 $226k 1.4k 158.26