JPMorgan Chase & Co. shares owned by Lee Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.0M | 10k | 202.26 |
| 2024-03-31 | $1.6M | 7.9k | 200.30 |
| 2023-12-31 | $837k | 4.9k | 170.10 |
| 2023-09-30 | $707k | 4.9k | 145.02 |
| 2023-06-30 | $701k | 4.8k | 145.45 |
| 2023-03-31 | $651k | 5.0k | 130.32 |
| 2022-12-31 | $658k | 4.9k | 134.12 |
| 2022-09-30 | $512k | 4.9k | 104.38 |
| 2022-06-30 | $482k | 4.3k | 112.54 |
| 2022-03-31 | $593k | 4.3k | 136.50 |
| 2021-12-31 | $666k | 4.2k | 159.46 |
| 2021-09-30 | $530k | 3.2k | 164.86 |
| 2021-06-30 | $497k | 3.2k | 155.56 |
| 2021-03-31 | $409k | 2.7k | 152.10 |
| 2020-12-31 | $176k | 1.4k | 127.08 |
| 2020-09-30 | $142k | 1.5k | 96.53 |
| 2020-06-30 | $174k | 1.9k | 93.80 |
| 2020-03-31 | $104k | 1.2k | 90.04 |
| 2019-12-31 | $232k | 1.7k | 139.67 |
| 2019-09-30 | $195k | 1.7k | 117.40 |
| 2019-06-30 | $186k | 1.7k | 111.98 |
| 2019-03-31 | $125k | 1.2k | 100.89 |
| 2018-12-31 | $13k | 130 | 100.00 |
| 2018-09-30 | $353k | 3.1k | 112.78 |
| 2018-06-30 | $504k | 4.8k | 104.29 |
| 2018-03-31 | $554k | 5.0k | 110.11 |
| 2017-12-31 | $510k | 4.8k | 107.03 |
| 2017-09-30 | $1.3M | 14k | 95.51 |
| 2017-06-30 | $1.3M | 14k | 91.39 |
| 2017-03-31 | $1.2M | 13k | 87.88 |
| 2016-12-31 | $1.3M | 15k | 86.32 |