JPMorgan Chase & Co. shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 45 | 315.42 |
| 2025-06-30 | $13k | 45 | 289.91 |
| 2025-03-31 | $11k | 45 | 245.31 |
| 2024-12-31 | $131k | 545 | 239.71 |
| 2024-09-30 | $9.5k | 45 | 210.87 |
| 2024-06-30 | $37k | 185 | 202.27 |
| 2024-03-31 | $619k | 3.1k | 200.30 |
| 2023-12-31 | $583k | 3.4k | 170.10 |
| 2023-09-30 | $546k | 3.8k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $797k | 6.1k | 130.31 |
| 2022-12-31 | $495k | 3.7k | 134.10 |