JPMorgan Chase & Co. shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 24k | 315.43 |
| 2025-06-30 | $7.0M | 24k | 289.91 |
| 2025-03-31 | $5.9M | 24k | 245.30 |
| 2024-12-31 | $5.8M | 24k | 239.71 |
| 2024-09-30 | $5.3M | 25k | 210.86 |
| 2024-06-30 | $5.2M | 26k | 202.26 |
| 2024-03-31 | $5.0M | 25k | 200.30 |
| 2023-12-31 | $4.3M | 25k | 170.10 |
| 2023-09-30 | $3.7M | 25k | 145.02 |
| 2023-06-30 | $3.6M | 25k | 145.44 |
| 2023-03-31 | $3.2M | 25k | 130.31 |
| 2022-12-31 | $3.4M | 25k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.48 |
| 2022-06-30 | $2.6M | 23k | 112.60 |
| 2022-03-31 | $3.2M | 24k | 136.32 |
| 2021-12-31 | $3.8M | 24k | 158.36 |
| 2021-09-30 | $3.8M | 23k | 163.71 |
| 2021-06-30 | $3.5M | 23k | 155.54 |
| 2021-03-31 | $3.4M | 22k | 152.21 |
| 2020-12-31 | $2.8M | 22k | 127.09 |
| 2020-09-30 | $2.2M | 23k | 96.29 |
| 2020-06-30 | $1.9M | 20k | 94.08 |
| 2020-03-31 | $1.7M | 19k | 90.04 |
| 2019-12-31 | $2.5M | 18k | 139.41 |
| 2019-09-30 | $2.0M | 17k | 117.67 |
| 2019-06-30 | $1.9M | 17k | 111.79 |
| 2019-03-31 | $1.4M | 14k | 101.26 |
| 2018-12-31 | $1.3M | 13k | 97.64 |
| 2018-09-30 | $1.4M | 12k | 112.86 |
| 2018-06-30 | $1.3M | 12k | 104.22 |
| 2018-03-31 | $1.1M | 10k | 109.93 |
| 2017-12-31 | $1.1M | 10k | 106.95 |