JPMorgan Chase & Co. shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.2M | 20k | 210.86 |
| 2024-06-30 | $4.1M | 21k | 202.26 |
| 2024-03-31 | $5.0M | 25k | 199.14 |
| 2023-12-31 | $4.1M | 24k | 170.10 |
| 2023-09-30 | $3.5M | 24k | 145.02 |
| 2023-06-30 | $3.5M | 24k | 145.44 |
| 2023-03-31 | $3.1M | 24k | 130.31 |
| 2022-12-31 | $3.1M | 23k | 134.10 |
| 2022-09-30 | $1.4M | 14k | 104.48 |
| 2022-06-30 | $2.1M | 19k | 112.61 |
| 2022-03-31 | $2.4M | 18k | 136.31 |
| 2021-12-31 | $2.9M | 18k | 158.32 |
| 2021-09-30 | $2.9M | 18k | 163.72 |
| 2021-06-30 | $2.8M | 18k | 155.00 |
| 2021-03-31 | $3.6M | 31k | 117.17 |
| 2020-12-31 | $3.1M | 25k | 127.07 |
| 2020-09-30 | $2.3M | 24k | 96.30 |
| 2020-06-30 | $2.4M | 26k | 94.05 |
| 2020-03-31 | $1.6M | 18k | 90.01 |
| 2019-12-31 | $2.7M | 19k | 139.43 |
| 2019-09-30 | $2.8M | 26k | 107.45 |
| 2019-06-30 | $1.9M | 17k | 111.82 |
| 2019-03-31 | $1.9M | 19k | 101.23 |
| 2018-12-31 | $1.2M | 19k | 61.25 |
| 2018-09-30 | $2.7M | 26k | 106.03 |
| 2018-06-30 | $2.1M | 20k | 105.05 |
| 2018-03-31 | $2.3M | 21k | 110.00 |
| 2017-12-31 | $1.5M | 15k | 96.10 |
More positions owned by Financial Advocates Investment Management
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