JPMorgan Chase & Co. shares owned by IFG Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 37k | 315.43 |
| 2025-06-30 | $8.7M | 30k | 289.91 |
| 2025-03-31 | $7.3M | 30k | 245.30 |
| 2024-12-31 | $6.8M | 28k | 239.71 |
| 2024-09-30 | $6.0M | 28k | 210.86 |
| 2024-06-30 | $6.9M | 34k | 202.26 |
| 2024-03-31 | $6.5M | 32k | 200.30 |
| 2023-12-31 | $5.4M | 32k | 170.10 |
| 2023-09-30 | $4.7M | 33k | 145.02 |
| 2023-06-30 | $4.8M | 33k | 145.44 |
| 2023-03-31 | $3.4M | 26k | 130.31 |
| 2022-12-31 | $3.2M | 24k | 134.08 |
| 2022-09-30 | $3.1M | 30k | 104.49 |
| 2022-06-30 | $2.3M | 21k | 112.59 |
| 2022-03-31 | $2.9M | 21k | 136.32 |
| 2021-12-31 | $3.3M | 21k | 158.32 |
| 2021-09-30 | $3.3M | 20k | 163.66 |
| 2021-06-30 | $3.1M | 20k | 155.54 |
| 2021-03-31 | $3.5M | 23k | 152.21 |
| 2020-12-31 | $3.0M | 24k | 127.05 |
| 2020-09-30 | $2.3M | 24k | 96.25 |
| 2020-06-30 | $2.3M | 24k | 94.06 |
| 2020-03-31 | $1.9M | 21k | 90.00 |
| 2019-12-31 | $2.8M | 20k | 139.40 |
| 2019-09-30 | $2.5M | 21k | 117.66 |
| 2019-06-30 | $2.8M | 28k | 99.82 |
| 2019-03-31 | $2.6M | 30k | 87.97 |
| 2018-12-31 | $2.3M | 28k | 82.34 |
| 2018-09-30 | $3.1M | 33k | 93.48 |
| 2018-06-30 | $3.1M | 36k | 86.77 |
| 2018-03-31 | $3.2M | 35k | 92.03 |
| 2017-12-31 | $3.3M | 37k | 89.04 |