JPMorgan Chase & Co. shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 8.7k | 322.22 |
| 2025-09-30 | $2.7M | 8.7k | 315.43 |
| 2025-06-30 | $2.0M | 6.8k | 289.91 |
| 2025-03-31 | $1.7M | 6.8k | 245.30 |
| 2024-12-31 | $1.6M | 6.7k | 239.71 |
| 2024-09-30 | $1.5M | 7.1k | 210.86 |
| 2024-06-30 | $1.4M | 7.1k | 202.26 |
| 2024-03-31 | $1.4M | 7.1k | 200.30 |
| 2023-12-31 | $1.3M | 7.5k | 170.10 |
| 2023-09-30 | $1.1M | 7.5k | 142.71 |
| 2023-06-30 | $1.1M | 7.5k | 145.44 |
| 2023-03-31 | $976k | 7.5k | 130.31 |
| 2022-12-31 | $1.0M | 7.5k | 134.10 |
| 2022-09-30 | $783k | 7.5k | 104.54 |
| 2022-06-30 | $866k | 7.7k | 112.61 |
| 2022-03-31 | $1.1M | 7.9k | 136.38 |
| 2021-12-31 | $1.3M | 8.0k | 158.41 |
| 2021-09-30 | $1.3M | 5.3k | 245.88 |
| 2021-06-30 | $1.2M | 7.8k | 155.58 |
| 2021-03-31 | $801k | 5.3k | 152.17 |
| 2020-12-31 | $672k | 5.3k | 127.06 |
| 2020-09-30 | $503k | 5.2k | 96.29 |
| 2020-06-30 | $491k | 5.2k | 93.99 |
| 2020-03-31 | $494k | 5.5k | 90.08 |
| 2019-12-31 | $765k | 5.5k | 139.32 |
| 2019-09-30 | $758k | 6.4k | 117.68 |
| 2019-06-30 | $804k | 7.2k | 111.81 |
| 2019-03-31 | $671k | 6.6k | 101.30 |
| 2018-12-31 | $688k | 7.0k | 97.60 |
| 2018-09-30 | $738k | 6.5k | 112.78 |
| 2018-06-30 | $688k | 6.6k | 104.20 |
| 2018-03-31 | $577k | 5.2k | 110.03 |
| 2017-12-31 | $561k | 5.2k | 106.98 |
| 2017-09-30 | $360k | 3.8k | 95.44 |
| 2017-06-30 | $230k | 2.5k | 91.60 |