JPMorgan Chase & Co. shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 30k | 210.86 |
| 2024-06-30 | $6.0M | 30k | 202.26 |
| 2023-12-31 | $5.1M | 30k | 170.10 |
| 2023-09-30 | $4.3M | 29k | 145.01 |
| 2023-06-30 | $4.2M | 29k | 145.44 |
| 2023-03-31 | $3.9M | 30k | 130.31 |
| 2022-12-31 | $3.8M | 28k | 134.09 |
| 2022-09-30 | $4.6M | 44k | 104.50 |
| 2022-06-30 | $5.2M | 46k | 112.61 |
| 2022-03-31 | $5.9M | 44k | 136.33 |
| 2021-12-31 | $6.1M | 39k | 158.35 |
| 2021-09-30 | $6.1M | 38k | 163.70 |
| 2021-06-30 | $2.7M | 17k | 161.78 |
| 2021-03-31 | $2.5M | 17k | 152.26 |
| 2020-12-31 | $2.1M | 17k | 127.05 |
| 2020-09-30 | $1.6M | 16k | 96.29 |
| 2020-06-30 | $1.5M | 16k | 94.04 |
| 2020-03-31 | $1.4M | 16k | 90.05 |
| 2019-12-31 | $2.1M | 15k | 139.40 |
| 2019-09-30 | $1.6M | 15k | 108.57 |
| 2019-06-30 | $1.6M | 14k | 111.79 |
| 2019-03-31 | $1.2M | 12k | 101.21 |
| 2018-12-31 | $1.2M | 12k | 97.60 |
| 2018-09-30 | $1.3M | 11k | 112.87 |
| 2018-06-30 | $1.8M | 17k | 104.21 |
| 2018-03-31 | $2.0M | 18k | 109.99 |
| 2017-12-31 | $1.9M | 18k | 106.95 |
More positions owned by Lake Street Advisors Group
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