JPMorgan Chase & Co. shares owned by Everhart Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 29k | 315.43 |
| 2025-06-30 | $8.0M | 28k | 289.91 |
| 2025-03-31 | $6.4M | 26k | 245.30 |
| 2024-12-31 | $6.1M | 26k | 239.71 |
| 2024-09-30 | $5.2M | 25k | 210.86 |
| 2024-06-30 | $4.5M | 22k | 202.26 |
| 2024-03-31 | $4.3M | 21k | 200.30 |
| 2023-12-31 | $3.4M | 20k | 170.10 |
| 2023-09-30 | $2.7M | 19k | 145.02 |
| 2023-06-30 | $2.7M | 18k | 145.44 |
| 2023-03-31 | $2.3M | 18k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.5M | 15k | 104.51 |
| 2022-06-30 | $1.7M | 15k | 112.61 |
| 2022-03-31 | $1.5M | 11k | 136.29 |
| 2021-12-31 | $1.8M | 11k | 158.32 |
| 2021-09-30 | $1.8M | 11k | 163.72 |
| 2021-06-30 | $1.6M | 10k | 155.54 |
| 2021-03-31 | $1.4M | 9.1k | 152.29 |
| 2020-12-31 | $1.0M | 8.0k | 127.08 |