JPMorgan Chase & Co. shares owned by Investment Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.1k | 210.86 |
| 2024-06-30 | $946k | 4.7k | 202.28 |
| 2024-03-31 | $757k | 3.8k | 200.29 |
| 2023-12-31 | $627k | 3.7k | 170.11 |
| 2023-09-30 | $539k | 3.7k | 145.00 |
| 2023-06-30 | $528k | 3.6k | 145.44 |
| 2023-03-31 | $462k | 3.5k | 130.31 |
| 2022-12-31 | $480k | 3.6k | 134.10 |
| 2022-09-30 | $357k | 3.4k | 104.51 |
| 2022-06-30 | $384k | 3.4k | 112.41 |
| 2022-03-31 | $629k | 4.6k | 136.12 |
| 2021-12-31 | $406k | 2.6k | 156.09 |