JPMorgan Chase & Co. shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $401k | 1.2k | 322.31 |
| 2025-09-30 | $389k | 1.2k | 315.50 |
| 2025-06-30 | $365k | 1.3k | 289.95 |
| 2025-03-31 | $264k | 1.1k | 245.38 |
| 2024-12-31 | $244k | 1.0k | 239.71 |
| 2024-09-30 | $216k | 1.0k | 210.86 |
| 2024-06-30 | $207k | 1.0k | 202.26 |
| 2024-03-31 | $226k | 1.1k | 200.37 |
| 2019-12-31 | $292k | 2.1k | 139.38 |
| 2019-09-30 | $247k | 2.1k | 117.90 |
| 2019-06-30 | $234k | 2.1k | 111.69 |
| 2019-03-31 | $212k | 2.1k | 101.19 |
| 2016-12-31 | $80k | 925 | 86.29 |
| 2016-09-30 | $66k | 995 | 66.60 |
| 2016-06-30 | $57k | 925 | 61.26 |
| 2016-03-31 | $55k | 925 | 59.46 |