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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Lokken Investment Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |