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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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All positions including JPMorgan Chase & Co. held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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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
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