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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.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Advisors

Quarter filed Position value Share count Share price at filing
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