JPMorgan Chase & Co. shares owned by Lake Street Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 32k | 315.43 |
| 2025-06-30 | $9.4M | 32k | 289.91 |
| 2025-03-31 | $8.0M | 33k | 245.30 |
| 2024-12-31 | $7.6M | 32k | 239.71 |
| 2024-09-30 | $7.5M | 36k | 210.86 |
| 2024-06-30 | $9.3M | 46k | 202.25 |
| 2024-03-31 | $9.2M | 46k | 200.30 |
| 2023-12-31 | $6.8M | 40k | 170.10 |
| 2023-09-30 | $6.4M | 43k | 147.59 |
| 2023-06-30 | $4.8M | 33k | 145.44 |
| 2023-03-31 | $4.4M | 34k | 130.31 |
| 2022-12-31 | $4.4M | 33k | 134.08 |
| 2022-06-30 | $6.0M | 54k | 112.62 |
| 2022-03-31 | $1.8M | 13k | 136.36 |
| 2021-12-31 | $8.0M | 51k | 158.34 |
| 2021-09-30 | $7.3M | 44k | 163.68 |
| 2021-06-30 | $6.8M | 44k | 157.07 |
| 2021-03-31 | $6.7M | 44k | 152.23 |
| 2020-12-31 | $5.7M | 45k | 127.06 |
| 2020-09-30 | $4.4M | 46k | 96.27 |
| 2020-06-30 | $4.4M | 46k | 94.05 |
| 2020-03-31 | $4.0M | 44k | 90.03 |
| 2019-12-31 | $7.1M | 51k | 139.40 |
| 2019-09-30 | $5.4M | 46k | 117.69 |
| 2019-06-30 | $5.2M | 47k | 111.79 |
| 2019-03-31 | $4.4M | 43k | 101.22 |