JPMorgan Chase & Co. shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 131k | 170.10 |
| 2023-09-30 | $17M | 119k | 145.02 |
| 2023-06-30 | $12M | 80k | 145.44 |
| 2023-03-31 | $9.2M | 71k | 130.31 |
| 2022-12-31 | $7.8M | 58k | 134.10 |
| 2022-09-30 | $6.4M | 61k | 104.49 |
| 2022-06-30 | $6.6M | 59k | 112.61 |
| 2022-03-31 | $7.6M | 56k | 136.33 |
| 2021-12-31 | $7.3M | 46k | 158.35 |
| 2021-09-30 | $6.0M | 37k | 163.69 |
| 2021-06-30 | $4.0M | 26k | 155.52 |
| 2021-03-31 | $2.7M | 18k | 152.22 |
| 2020-12-31 | $553k | 4.4k | 127.13 |
| 2020-09-30 | $456k | 4.7k | 96.22 |
| 2020-06-30 | $413k | 4.4k | 94.12 |
| 2020-03-31 | $662k | 7.3k | 90.35 |
| 2019-12-31 | $795k | 5.7k | 139.34 |
| 2019-09-30 | $620k | 5.3k | 117.73 |
| 2019-06-30 | $676k | 6.0k | 111.86 |
| 2019-03-31 | $372k | 3.7k | 101.31 |
| 2018-12-31 | $495k | 5.1k | 97.59 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory