JPMorgan Chase & Co. shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 18k | 315.43 |
| 2025-06-30 | $5.5M | 19k | 289.91 |
| 2025-03-31 | $5.3M | 22k | 245.30 |
| 2024-12-31 | $4.9M | 21k | 239.71 |
| 2024-09-30 | $4.9M | 24k | 210.86 |
| 2024-06-30 | $4.9M | 25k | 202.26 |
| 2024-03-31 | $5.6M | 28k | 200.30 |
| 2023-12-31 | $4.8M | 28k | 170.10 |
| 2023-09-30 | $3.8M | 27k | 145.02 |
| 2023-06-30 | $3.8M | 26k | 145.44 |
| 2023-03-31 | $3.8M | 29k | 130.31 |
| 2022-12-31 | $4.0M | 30k | 134.10 |
| 2022-09-30 | $3.1M | 30k | 104.51 |
| 2022-06-30 | $2.5M | 22k | 112.60 |
| 2022-03-31 | $2.9M | 21k | 136.19 |
| 2021-12-31 | $3.0M | 19k | 159.03 |