JPM shares owned by Everhart Financial Group - Historical positions on stockzoa.com
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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.

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20241M2M3M4M5M10k15k20k25k
Value ($)Share countHistorical JPM position of Everhart Financial Group Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
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