JPMorgan Chase & Co. shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 863 | 315.43 |
| 2025-06-30 | $250k | 863 | 289.91 |
| 2024-12-31 | $207k | 863 | 239.71 |
| 2024-09-30 | $182k | 863 | 210.86 |
| 2024-06-30 | $199k | 983 | 202.26 |
| 2024-03-31 | $202k | 1.0k | 200.30 |
| 2023-12-31 | $168k | 988 | 170.10 |
| 2023-09-30 | $142k | 976 | 145.02 |
| 2023-06-30 | $173k | 1.2k | 145.44 |
| 2023-03-31 | $145k | 1.1k | 130.31 |
| 2022-12-31 | $159k | 1.2k | 134.10 |
| 2022-09-30 | $105k | 1.0k | 104.50 |