JPMorgan Chase & Co. shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 1.4k | 315.46 |
| 2025-06-30 | $388k | 1.3k | 289.91 |
| 2025-03-31 | $328k | 1.3k | 245.27 |
| 2024-12-31 | $321k | 1.3k | 239.66 |
| 2024-09-30 | $276k | 1.3k | 210.86 |
| 2024-06-30 | $265k | 1.3k | 202.26 |
| 2024-03-31 | $262k | 1.3k | 200.30 |
| 2023-12-31 | $216k | 1.3k | 170.10 |
| 2023-09-30 | $209k | 1.4k | 145.02 |
| 2023-06-30 | $210k | 1.4k | 145.44 |
| 2023-03-31 | $214k | 1.6k | 130.31 |
| 2022-12-31 | $220k | 1.6k | 134.10 |
| 2022-06-30 | $102k | 907 | 112.46 |
| 2022-03-31 | $126k | 923 | 136.51 |
| 2021-09-30 | $344k | 2.1k | 163.97 |
| 2021-06-30 | $326k | 2.1k | 155.46 |
| 2021-03-31 | $188k | 1.2k | 152.72 |
| 2020-12-31 | $154k | 1.2k | 126.85 |
| 2020-06-30 | $104k | 1.1k | 93.78 |
| 2020-03-31 | $100k | 1.1k | 90.33 |
| 2019-12-31 | $149k | 1.1k | 139.12 |
| 2019-09-30 | $67k | 572 | 117.13 |
| 2019-06-30 | $64k | 572 | 111.89 |
| 2019-03-31 | $492k | 52k | 9.47 |
More positions owned by Joseph P. Lucia & Associates
View all positions for Joseph P. Lucia & Associates