JPMorgan Chase & Co. shares owned by Level Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $897k | 2.8k | 315.41 |
| 2025-06-30 | $501k | 1.7k | 289.91 |
| 2025-03-31 | $424k | 1.7k | 245.30 |
| 2024-12-31 | $414k | 1.7k | 239.71 |
| 2024-09-30 | $364k | 1.7k | 210.86 |
| 2024-06-30 | $416k | 2.1k | 202.26 |
| 2024-03-31 | $405k | 2.0k | 200.30 |
| 2023-12-31 | $358k | 2.1k | 170.11 |
| 2023-09-30 | $318k | 2.2k | 145.05 |
| 2023-06-30 | $319k | 2.2k | 145.44 |
| 2023-03-31 | $274k | 2.1k | 130.31 |
| 2022-12-31 | $286k | 2.1k | 134.15 |
| 2022-09-30 | $225k | 2.2k | 104.41 |
| 2022-06-30 | $226k | 1.7k | 136.56 |
| 2022-03-31 | $226k | 1.7k | 136.56 |
| 2021-12-31 | $282k | 1.8k | 158.16 |