JPMorgan Chase & Co. shares owned by Financial Advisory Service
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 32k | 170.10 |
| 2023-09-30 | $4.1M | 28k | 145.02 |
| 2023-06-30 | $3.9M | 27k | 145.44 |
| 2023-03-31 | $3.2M | 24k | 130.31 |
| 2022-12-31 | $3.3M | 25k | 134.10 |
| 2022-09-30 | $2.3M | 22k | 104.52 |
| 2022-06-30 | $2.2M | 19k | 112.61 |
| 2022-03-31 | $2.3M | 17k | 136.32 |
| 2021-12-31 | $2.3M | 15k | 158.32 |
| 2021-09-30 | $2.0M | 13k | 163.71 |
| 2021-06-30 | $1.7M | 11k | 155.49 |
| 2021-03-31 | $1.5M | 9.6k | 152.24 |
| 2020-12-31 | $1.2M | 9.1k | 127.08 |
| 2020-09-30 | $893k | 9.3k | 96.24 |
| 2020-06-30 | $820k | 8.7k | 94.03 |
| 2020-03-31 | $685k | 7.6k | 89.98 |
| 2019-12-31 | $941k | 6.8k | 139.39 |
| 2019-09-30 | $782k | 6.6k | 117.75 |
| 2019-06-30 | $557k | 5.0k | 111.76 |
| 2019-03-31 | $424k | 4.2k | 101.12 |
| 2018-12-31 | $575k | 5.9k | 97.57 |
| 2018-09-30 | $664k | 5.9k | 112.87 |
| 2018-06-30 | $597k | 5.7k | 104.24 |
| 2018-03-31 | $629k | 5.7k | 109.95 |
| 2017-12-31 | $555k | 5.2k | 107.00 |
| 2017-09-30 | $495k | 5.2k | 95.52 |
| 2017-06-30 | $469k | 5.1k | 91.39 |
| 2017-03-31 | $442k | 5.0k | 87.91 |
| 2016-12-31 | $431k | 5.0k | 86.34 |
| 2016-03-31 | $208k | 3.5k | 59.24 |
| 2015-12-31 | $215k | 3.3k | 65.99 |
More positions owned by Financial Advisory Service
View all positions for Financial Advisory Service