JPMorgan Chase & Co. shares owned by Helium Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Helium Advisors
from 13F filings
Historical chart of Helium Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Helium Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $364k | 1.2k | 294.11 |
| 2025-12-31 | $407k | 1.3k | 322.34 |
| 2025-09-30 | $572k | 1.8k | 315.38 |
| 2025-06-30 | $1.2M | 4.2k | 289.90 |
| 2025-03-31 | $1.0M | 4.1k | 245.31 |
| 2024-12-31 | $984k | 4.1k | 239.73 |