JPMorgan Chase & Co. shares owned by Independent Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.8M | 26k | 294.16 |
| 2025-09-30 | $14M | 45k | 315.43 |
| 2025-06-30 | $13M | 45k | 289.91 |
| 2025-03-31 | $11M | 45k | 245.30 |
| 2024-12-31 | $11M | 46k | 239.71 |
| 2024-09-30 | $9.2M | 43k | 210.86 |
| 2024-06-30 | $7.9M | 39k | 202.27 |
| 2024-03-31 | $8.0M | 40k | 200.30 |
| 2023-12-31 | $5.8M | 34k | 170.10 |
| 2023-09-30 | $4.8M | 33k | 145.02 |
| 2023-06-30 | $4.0M | 28k | 145.44 |
| 2023-03-31 | $3.9M | 30k | 130.31 |
| 2022-12-31 | $4.0M | 30k | 134.10 |
| 2022-09-30 | $3.2M | 31k | 104.50 |
| 2022-06-30 | $3.1M | 27k | 112.61 |
| 2022-03-31 | $3.7M | 27k | 136.32 |
| 2021-12-31 | $3.8M | 24k | 158.35 |
| 2021-09-30 | $3.7M | 23k | 163.69 |
| 2021-06-30 | $3.6M | 23k | 155.54 |
| 2021-03-31 | $3.3M | 22k | 152.23 |
| 2020-12-31 | $2.7M | 21k | 127.07 |
| 2020-09-30 | $2.2M | 23k | 96.27 |
| 2020-06-30 | $2.6M | 28k | 94.06 |
| 2020-03-31 | $1.4M | 16k | 90.03 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group