JPMorgan Chase & Co. shares owned by Investment Research & Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Investment Research & Advisory Group
from 13F filings
Historical chart of Investment Research & Advisory Group investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Investment Research & Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Investment Research & Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 26k | 316.12 |
| 2025-06-30 | $7.4M | 26k | 289.91 |
| 2025-03-31 | $6.2M | 26k | 245.30 |
| 2024-12-31 | $6.1M | 25k | 239.71 |
| 2024-09-30 | $5.4M | 25k | 210.86 |
| 2024-06-30 | $5.2M | 26k | 202.26 |
| 2024-03-31 | $5.1M | 25k | 200.30 |
| 2023-12-31 | $4.3M | 25k | 170.10 |
| 2023-09-30 | $3.7M | 25k | 145.02 |
| 2023-06-30 | $3.7M | 25k | 145.44 |
| 2023-03-31 | $3.3M | 25k | 130.31 |
| 2022-12-31 | $3.3M | 24k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.50 |
| 2022-06-30 | $2.7M | 24k | 112.60 |
| 2022-03-31 | $3.0M | 22k | 136.33 |
| 2021-12-31 | $3.5M | 22k | 158.33 |
| 2021-09-30 | $3.7M | 23k | 164.58 |
| 2021-06-30 | $3.5M | 22k | 155.53 |
| 2021-03-31 | $3.4M | 22k | 152.25 |
| 2020-12-31 | $2.9M | 23k | 127.08 |
| 2020-09-30 | $2.1M | 22k | 96.29 |
| 2020-06-30 | $2.1M | 23k | 93.99 |
| 2020-03-31 | $1.8M | 20k | 90.03 |
| 2019-12-31 | $2.7M | 20k | 139.42 |
More positions owned by Investment Research & Advisory Group
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