JPMorgan Chase & Co. shares owned by LVW Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 27k | 315.43 |
| 2025-06-30 | $7.6M | 26k | 289.91 |
| 2025-03-31 | $6.6M | 27k | 245.30 |
| 2024-12-31 | $6.5M | 27k | 239.71 |
| 2024-09-30 | $6.3M | 30k | 210.86 |
| 2024-06-30 | $6.2M | 31k | 202.26 |
| 2024-03-31 | $6.1M | 30k | 200.30 |
| 2023-12-31 | $5.4M | 32k | 170.10 |
| 2023-09-30 | $5.1M | 35k | 145.02 |
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $6.1M | 46k | 130.31 |
| 2022-12-31 | $6.2M | 47k | 134.10 |
| 2022-09-30 | $4.8M | 46k | 104.50 |
| 2022-06-30 | $4.9M | 44k | 112.60 |
| 2022-03-31 | $5.8M | 42k | 136.31 |
| 2021-12-31 | $6.6M | 42k | 158.35 |
| 2021-09-30 | $7.1M | 43k | 163.68 |
| 2021-06-30 | $6.4M | 41k | 155.55 |
| 2021-03-31 | $6.2M | 41k | 152.24 |
| 2020-12-31 | $5.5M | 43k | 127.06 |
| 2020-09-30 | $4.2M | 43k | 96.27 |
| 2020-06-30 | $4.1M | 44k | 94.06 |
| 2020-03-31 | $3.7M | 41k | 90.02 |
| 2019-12-31 | $4.5M | 32k | 139.40 |
| 2019-09-30 | $4.2M | 36k | 117.69 |
| 2019-06-30 | $4.0M | 36k | 111.80 |
| 2019-03-31 | $3.5M | 34k | 101.22 |
| 2018-12-31 | $3.4M | 35k | 97.61 |
| 2018-09-30 | $3.6M | 32k | 112.83 |
| 2018-06-30 | $3.3M | 32k | 104.20 |
| 2018-03-31 | $3.6M | 33k | 109.98 |
| 2017-12-31 | $3.8M | 35k | 106.95 |
| 2017-09-30 | $4.1M | 43k | 95.51 |
| 2017-06-30 | $4.1M | 45k | 91.40 |
| 2017-03-31 | $4.0M | 46k | 87.84 |
| 2016-12-31 | $4.6M | 54k | 86.29 |
| 2016-09-30 | $3.6M | 55k | 66.59 |
| 2016-06-30 | $3.1M | 50k | 62.14 |
| 2016-03-31 | $3.7M | 63k | 59.22 |
| 2015-12-31 | $4.1M | 62k | 66.03 |
| 2015-09-30 | $3.8M | 63k | 60.98 |
| 2015-06-30 | $4.2M | 62k | 67.76 |
| 2015-03-31 | $3.7M | 61k | 60.59 |
| 2014-12-31 | $3.7M | 60k | 62.58 |