JPMorgan Chase & Co. shares owned by Herold Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.6M | 31k | 210.89 |
| 2024-06-30 | $6.5M | 32k | 202.29 |
| 2024-03-31 | $5.9M | 30k | 200.33 |
| 2023-12-31 | $5.9M | 35k | 170.12 |
| 2023-09-30 | $5.1M | 35k | 145.02 |
| 2023-06-30 | $4.8M | 33k | 145.44 |
| 2023-03-31 | $4.2M | 32k | 130.31 |
| 2022-12-31 | $4.0M | 30k | 134.10 |
| 2022-09-30 | $3.1M | 30k | 104.50 |
| 2022-06-30 | $3.3M | 29k | 112.59 |
| 2022-03-31 | $3.8M | 28k | 136.32 |
| 2021-12-31 | $4.2M | 27k | 158.35 |
| 2021-09-30 | $4.3M | 26k | 163.68 |