JPMorgan Chase & Co. shares owned by KC Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by KC Investment Advisors 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 KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 9.9k | 300.45 |
| 2025-06-30 | $2.9M | 10k | 289.90 |
| 2025-03-31 | $2.4M | 10k | 245.29 |
| 2024-12-31 | $2.3M | 9.8k | 239.71 |
| 2024-09-30 | $2.1M | 9.9k | 210.86 |
| 2024-06-30 | $1.9M | 9.5k | 202.27 |
| 2024-03-31 | $1.9M | 9.4k | 200.29 |
| 2023-12-31 | $1.5M | 8.6k | 170.10 |
| 2023-09-30 | $1.0M | 7.1k | 145.02 |
| 2023-06-30 | $1.1M | 7.3k | 145.44 |
| 2023-03-31 | $777k | 6.0k | 130.33 |
| 2022-12-31 | $799k | 6.0k | 134.06 |
| 2022-09-30 | $822k | 7.9k | 104.55 |
| 2022-06-30 | $1.1M | 9.5k | 112.59 |
| 2022-03-31 | $1.3M | 9.7k | 136.35 |
| 2021-12-31 | $1.6M | 9.7k | 163.74 |
| 2021-09-30 | $1.6M | 9.7k | 163.74 |
| 2021-06-30 | $1.5M | 9.5k | 155.58 |
| 2021-03-31 | $1.4M | 9.0k | 152.18 |
| 2020-12-31 | $1.1M | 8.3k | 127.09 |
| 2020-09-30 | $746k | 7.9k | 94.11 |
| 2020-06-30 | $746k | 7.9k | 94.11 |
| 2020-03-31 | $651k | 7.2k | 90.07 |
| 2019-12-31 | $881k | 6.3k | 139.40 |
| 2019-09-30 | $714k | 6.1k | 117.63 |
| 2019-06-30 | $628k | 5.6k | 111.74 |
| 2019-03-31 | $734k | 7.3k | 101.17 |
| 2018-12-31 | $683k | 7.0k | 97.67 |
| 2018-09-30 | $679k | 6.0k | 112.92 |
| 2018-06-30 | $609k | 5.8k | 104.14 |
| 2018-03-31 | $529k | 4.8k | 109.89 |