JPMorgan Chase & Co. shares owned by Evanson Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.7k | 315.46 |
| 2025-06-30 | $1.6M | 5.7k | 289.93 |
| 2025-03-31 | $1.1M | 4.4k | 245.32 |
| 2024-12-31 | $1.3M | 5.4k | 239.71 |
| 2024-09-30 | $1.1M | 5.4k | 210.86 |
| 2024-06-30 | $1.4M | 7.1k | 202.26 |
| 2024-03-31 | $1.4M | 7.1k | 200.30 |
| 2023-12-31 | $1.2M | 7.1k | 170.10 |
| 2023-09-30 | $1.3M | 9.0k | 145.03 |
| 2023-06-30 | $1.3M | 9.1k | 145.44 |
| 2023-03-31 | $1.3M | 10k | 130.30 |
| 2022-12-31 | $1.0M | 10k | 104.50 |
| 2022-09-30 | $1.4M | 13k | 104.49 |
| 2022-06-30 | $893k | 7.9k | 112.64 |
| 2022-03-31 | $1.4M | 10k | 136.34 |
| 2021-12-31 | $1.6M | 10k | 158.36 |
| 2021-09-30 | $1.7M | 11k | 154.12 |
| 2021-06-30 | $1.7M | 11k | 155.56 |
| 2021-03-31 | $1.7M | 11k | 152.26 |
| 2020-12-31 | $1.4M | 11k | 127.06 |
| 2020-09-30 | $944k | 9.8k | 96.26 |
| 2020-06-30 | $834k | 8.9k | 94.08 |
| 2020-03-31 | $818k | 9.1k | 90.04 |
| 2019-12-31 | $1.1M | 7.7k | 139.34 |
| 2019-09-30 | $915k | 7.8k | 117.73 |
| 2019-06-30 | $861k | 7.7k | 111.79 |
| 2019-03-31 | $814k | 8.0k | 101.17 |
| 2018-12-31 | $752k | 7.7k | 97.64 |
| 2018-09-30 | $796k | 7.1k | 112.84 |
| 2018-06-30 | $735k | 7.1k | 104.15 |
| 2018-03-31 | $775k | 7.0k | 109.98 |
| 2017-12-31 | $794k | 7.4k | 106.89 |
| 2017-09-30 | $571k | 6.0k | 95.56 |
| 2017-06-30 | $537k | 5.9k | 91.47 |
| 2017-03-31 | $498k | 5.7k | 87.77 |
| 2016-12-31 | $464k | 5.4k | 86.34 |
| 2016-09-30 | $330k | 5.0k | 66.51 |
| 2016-06-30 | $309k | 5.0k | 62.19 |
| 2016-03-31 | $293k | 5.0k | 59.18 |
| 2015-12-31 | $368k | 5.6k | 66.03 |
| 2015-06-30 | $243k | 3.6k | 67.78 |