JPMorgan Chase & Co. shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $966k | 3.1k | 315.45 |
| 2025-06-30 | $887k | 3.1k | 289.94 |
| 2025-03-31 | $749k | 3.1k | 245.36 |
| 2024-12-31 | $730k | 3.0k | 239.76 |
| 2024-09-30 | $865k | 4.1k | 210.88 |
| 2024-06-30 | $821k | 4.1k | 202.27 |
| 2024-03-31 | $818k | 4.1k | 200.32 |
| 2023-09-30 | $614k | 4.2k | 145.03 |
| 2023-06-30 | $585k | 4.0k | 145.44 |
| 2023-03-31 | $537k | 4.1k | 130.32 |
| 2022-12-31 | $578k | 4.3k | 134.11 |
| 2022-09-30 | $362k | 3.5k | 104.32 |
| 2022-06-30 | $345k | 3.1k | 112.41 |
| 2022-03-31 | $480k | 3.0k | 158.10 |
| 2021-12-31 | $480k | 3.0k | 158.10 |
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