JPMorgan Chase & Co. shares owned by Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Advisors
from 13F filings
Historical chart of Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 12k | 210.86 |
| 2024-06-30 | $2.5M | 12k | 202.26 |
| 2024-03-31 | $2.4M | 12k | 200.30 |
| 2023-12-31 | $2.1M | 12k | 170.10 |
| 2023-09-30 | $573k | 4.0k | 145.02 |
| 2023-06-30 | $590k | 4.1k | 145.44 |
| 2023-03-31 | $529k | 4.1k | 130.31 |
| 2022-12-31 | $544k | 4.1k | 134.10 |
| 2022-09-30 | $422k | 4.1k | 103.53 |
| 2022-06-30 | $459k | 4.1k | 112.61 |
| 2022-03-31 | $583k | 4.3k | 136.34 |
| 2021-12-31 | $645k | 4.1k | 158.24 |
| 2021-09-30 | $649k | 4.0k | 163.72 |
| 2021-06-30 | $617k | 4.0k | 155.65 |
| 2021-03-31 | $603k | 4.0k | 152.12 |
| 2020-12-31 | $510k | 4.0k | 126.96 |
| 2020-09-30 | $214k | 2.2k | 96.40 |
| 2020-06-30 | $229k | 2.4k | 93.93 |
| 2019-12-31 | $298k | 2.1k | 139.38 |
| 2019-09-30 | $252k | 2.1k | 117.87 |
| 2019-06-30 | $239k | 2.1k | 111.79 |
| 2019-03-31 | $236k | 2.3k | 101.33 |
| 2018-12-31 | $231k | 2.4k | 97.80 |