JPMorgan Chase & Co. shares owned by Lokken Investment Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 2.0k | 315.46 |
| 2025-06-30 | $536k | 1.8k | 289.88 |
| 2025-03-31 | $531k | 2.2k | 245.24 |
| 2024-12-31 | $414k | 1.7k | 239.75 |
| 2024-09-30 | $354k | 1.7k | 210.86 |
| 2024-06-30 | $345k | 1.7k | 202.30 |
| 2024-03-31 | $291k | 1.5k | 200.30 |
| 2023-12-31 | $249k | 1.5k | 170.10 |
| 2023-09-30 | $216k | 1.5k | 145.02 |
| 2023-06-30 | $220k | 1.5k | 145.44 |
| 2021-12-31 | $262k | 1.7k | 158.31 |
| 2021-09-30 | $265k | 1.6k | 163.88 |
| 2021-06-30 | $241k | 1.5k | 155.58 |