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JPMorgan Chase & Co. shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 132k 170.10
2023-09-30 $19M 128k 145.02
2023-06-30 $17M 119k 145.44
2023-03-31 $15M 113k 130.31
2022-12-31 $13M 99k 134.10
2022-09-30 $13M 122k 104.50
2022-06-30 $13M 119k 112.61
2022-03-31 $9.9M 69k 142.38
2021-12-31 $13M 80k 159.52
2021-09-30 $10M 62k 163.70
2021-06-30 $9.2M 60k 154.61
2021-03-31 $8.7M 57k 152.22
2020-12-31 $6.4M 51k 127.08
2020-09-30 $4.4M 46k 96.26
2020-06-30 $4.3M 46k 94.06
2020-03-31 $3.1M 35k 90.02
2019-12-31 $4.2M 30k 139.39
2019-09-30 $3.0M 25k 117.73
2019-06-30 $2.8M 25k 111.77
2018-12-31 $1.2M 13k 96.17