JPMorgan Chase & Co. shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.7k | 315.41 |
| 2025-06-30 | $2.4M | 8.2k | 289.90 |
| 2025-03-31 | $6.2M | 25k | 245.30 |
| 2024-12-31 | $5.0M | 21k | 239.71 |
| 2024-06-30 | $725k | 3.6k | 202.25 |
| 2023-12-31 | $450 | 3 | 150.00 |
| 2023-09-30 | $215k | 1.5k | 144.98 |
| 2021-12-31 | $2.0M | 13k | 158.31 |
| 2021-09-30 | $1.8M | 11k | 163.73 |
| 2021-06-30 | $1.4M | 9.3k | 155.58 |
| 2020-03-31 | $4.1M | 45k | 90.02 |
| 2019-12-31 | $9.0M | 64k | 139.40 |
| 2019-09-30 | $7.8M | 66k | 117.69 |
| 2019-06-30 | $6.3M | 57k | 111.79 |
| 2019-03-31 | $5.9M | 59k | 101.22 |
| 2018-12-31 | $4.2M | 43k | 97.63 |
| 2018-09-30 | $6.1M | 54k | 113.49 |
| 2018-06-30 | $5.5M | 51k | 107.85 |
| 2018-03-31 | $5.6M | 56k | 100.07 |
| 2017-12-31 | $5.3M | 49k | 108.50 |
| 2017-09-30 | $4.7M | 49k | 96.40 |
| 2017-06-30 | $3.8k | 162 | 23.31 |
| 2017-03-31 | $3.2M | 37k | 86.18 |
| 2016-12-31 | $2.8M | 33k | 83.68 |