JPMorgan Chase & Co. shares owned by Lakeside Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lakeside Advisors
from 13F filings
Historical chart of Lakeside Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lakeside Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 1.3k | 315.49 |
| 2025-06-30 | $396k | 1.4k | 289.85 |
| 2025-03-31 | $347k | 1.4k | 245.31 |
| 2024-12-31 | $350k | 1.5k | 239.64 |
| 2024-09-30 | $369k | 1.8k | 210.85 |
| 2024-06-30 | $354k | 1.8k | 202.30 |
| 2024-03-31 | $351k | 1.8k | 200.27 |
| 2023-12-31 | $290k | 1.7k | 170.10 |
| 2023-09-30 | $247k | 1.7k | 145.04 |
| 2023-06-30 | $248k | 1.7k | 145.40 |
| 2023-03-31 | $222k | 1.7k | 130.29 |
| 2022-12-31 | $228k | 1.7k | 134.10 |
| 2022-03-31 | $232k | 1.7k | 136.55 |
| 2021-12-31 | $269k | 1.7k | 158.33 |