JPMorgan Chase & Co. shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 121k | 315.43 |
| 2025-06-30 | $35M | 121k | 289.91 |
| 2025-03-31 | $23M | 94k | 245.30 |
| 2024-12-31 | $14M | 58k | 239.71 |
| 2024-09-30 | $12M | 56k | 210.86 |
| 2024-06-30 | $10M | 50k | 202.26 |
| 2024-03-31 | $7.9M | 40k | 200.17 |
| 2023-12-31 | $6.6M | 39k | 170.11 |
| 2023-09-30 | $5.1M | 35k | 145.02 |
| 2023-06-30 | $5.0M | 34k | 145.44 |
| 2023-03-31 | $4.6M | 36k | 130.31 |
| 2022-12-31 | $4.5M | 33k | 134.10 |
| 2022-09-30 | $3.3M | 32k | 104.51 |
| 2022-06-30 | $3.5M | 31k | 112.60 |
| 2022-03-31 | $4.3M | 32k | 136.32 |
| 2021-12-31 | $5.0M | 32k | 158.35 |
| 2021-09-30 | $5.0M | 32k | 159.36 |
| 2021-06-30 | $5.4M | 35k | 155.54 |
| 2021-03-31 | $5.1M | 34k | 152.23 |
| 2020-12-31 | $4.3M | 34k | 127.06 |
| 2020-09-30 | $8.2M | 86k | 96.27 |
| 2020-06-30 | $3.2M | 34k | 94.06 |
| 2020-03-31 | $655k | 7.3k | 90.10 |
| 2019-12-31 | $4.5M | 32k | 139.39 |