JPMorgan Chase & Co. shares owned by Lido Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $63M | 312k | 202.26 |
| 2024-03-31 | $48M | 242k | 200.30 |
| 2023-12-31 | $41M | 243k | 170.10 |
| 2023-09-30 | $40M | 277k | 145.02 |
| 2023-06-30 | $34M | 230k | 145.44 |
| 2023-03-31 | $31M | 239k | 130.31 |
| 2022-12-31 | $24M | 175k | 134.10 |
| 2022-09-30 | $26M | 248k | 104.23 |
| 2022-06-30 | $24M | 209k | 112.50 |
| 2022-03-31 | $26M | 188k | 136.18 |
| 2021-12-31 | $25M | 159k | 158.35 |
| 2021-09-30 | $24M | 147k | 163.76 |
| 2021-06-30 | $25M | 161k | 155.54 |
| 2021-03-31 | $22M | 147k | 152.23 |
| 2020-12-31 | $482k | 3.8k | 126.84 |
| 2020-09-30 | $413k | 4.3k | 96.05 |
| 2020-06-30 | $404k | 4.3k | 93.95 |
| 2020-03-31 | $387k | 4.3k | 90.00 |
| 2019-12-31 | $599k | 4.3k | 139.30 |
| 2019-09-30 | $388k | 3.3k | 117.58 |
| 2019-06-30 | $3.8M | 34k | 111.77 |
| 2019-03-31 | $5.2M | 52k | 101.22 |
| 2018-12-31 | $1.1M | 11k | 97.61 |
| 2018-09-30 | $5.2M | 46k | 112.82 |
| 2018-06-30 | $2.7M | 26k | 104.17 |
| 2018-03-31 | $3.2M | 29k | 109.97 |
| 2017-12-31 | $2.5M | 23k | 106.90 |
| 2017-09-30 | $2.3M | 23k | 100.57 |
| 2017-06-30 | $1.5M | 17k | 91.38 |
| 2017-03-31 | $1.4M | 16k | 87.12 |
| 2016-12-31 | $1.1M | 13k | 86.28 |
| 2016-09-30 | $847k | 13k | 66.61 |
| 2016-06-30 | $609k | 9.8k | 62.14 |
| 2016-03-31 | $404k | 6.8k | 59.27 |