JPMorgan Chase & Co. shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 177k | 315.43 |
| 2025-06-30 | $50M | 174k | 289.91 |
| 2025-03-31 | $46M | 185k | 245.30 |
| 2024-12-31 | $44M | 181k | 239.71 |
| 2024-09-30 | $36M | 170k | 210.86 |
| 2024-06-30 | $35M | 174k | 202.26 |
| 2024-03-31 | $36M | 179k | 200.30 |
| 2023-12-31 | $33M | 193k | 170.10 |
| 2023-09-30 | $27M | 187k | 145.02 |
| 2023-06-30 | $26M | 177k | 145.44 |
| 2023-03-31 | $22M | 169k | 130.31 |
| 2022-12-31 | $24k | 180k | 0.13 |
| 2022-09-30 | $19M | 180k | 104.50 |
| 2022-06-30 | $20M | 178k | 112.61 |
| 2022-03-31 | $24M | 175k | 136.32 |
| 2021-12-31 | $25M | 156k | 158.35 |
| 2021-09-30 | $25M | 154k | 163.69 |
| 2021-06-30 | $26M | 164k | 155.54 |
| 2021-03-31 | $25M | 167k | 152.23 |
| 2020-12-31 | $27M | 153k | 176.47 |
| 2020-09-30 | $13M | 138k | 96.27 |
| 2020-06-30 | $105M | 105k | 1000.00 |
| 2020-03-31 | $90M | 90k | 1000.00 |
| 2019-12-31 | $12M | 86k | 139.40 |
| 2019-09-30 | $11M | 91k | 117.69 |
| 2019-06-30 | $7.2k | 90k | 0.08 |
| 2019-03-31 | $8.7M | 86k | 101.23 |
| 2018-12-31 | $8.0M | 82k | 97.62 |
| 2018-09-30 | $7.2M | 67k | 106.19 |
| 2018-06-30 | $6.2M | 63k | 97.71 |
| 2018-03-31 | $8.2M | 76k | 107.76 |
| 2017-12-31 | $7.4M | 68k | 108.50 |
| 2017-09-30 | $6.1M | 64k | 96.41 |
| 2017-06-30 | $5.7M | 62k | 93.18 |
| 2017-03-31 | $3.9M | 45k | 86.18 |
| 2016-12-31 | $3.1M | 37k | 83.41 |
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