JPMorgan Chase & Co. shares owned by Goldstein Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Goldstein Advisors 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 Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.2k | 315.43 |
| 2025-06-30 | $1.2M | 4.1k | 289.91 |
| 2025-03-31 | $1.0M | 4.1k | 245.30 |
| 2024-12-31 | $1.1M | 4.4k | 239.71 |
| 2024-09-30 | $955k | 4.5k | 210.86 |
| 2024-06-30 | $846k | 4.2k | 202.26 |
| 2024-03-31 | $805k | 4.0k | 200.30 |
| 2023-12-31 | $668k | 3.9k | 170.10 |
| 2023-09-30 | $569k | 3.9k | 145.02 |
| 2023-06-30 | $647k | 4.4k | 145.44 |
| 2023-03-31 | $578k | 4.4k | 130.31 |
| 2022-12-31 | $519k | 3.9k | 134.07 |