JPMorgan Chase & Co. shares owned by LVZ Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 8.0k | 315.45 |
| 2025-06-30 | $2.3M | 7.9k | 289.89 |
| 2025-03-31 | $1.9M | 7.9k | 245.29 |
| 2024-12-31 | $1.9M | 7.8k | 239.70 |
| 2024-09-30 | $1.6M | 7.5k | 210.85 |
| 2024-06-30 | $1.3M | 6.2k | 202.25 |
| 2024-03-31 | $1.1M | 5.3k | 200.28 |
| 2023-12-31 | $889k | 5.2k | 170.08 |
| 2023-09-30 | $758k | 5.2k | 145.01 |
| 2023-06-30 | $756k | 5.2k | 145.43 |
| 2023-03-31 | $682k | 5.2k | 130.30 |
| 2022-12-31 | $636k | 4.7k | 134.09 |
| 2022-09-30 | $488k | 4.7k | 104.59 |
| 2022-06-30 | $526k | 4.7k | 112.51 |
| 2022-03-31 | $620k | 4.5k | 136.38 |
| 2021-12-31 | $702k | 4.4k | 158.36 |
| 2021-09-30 | $712k | 4.3k | 163.75 |
| 2021-06-30 | $676k | 4.3k | 155.47 |
| 2021-03-31 | $641k | 4.2k | 152.15 |
| 2020-12-31 | $535k | 4.2k | 126.99 |
| 2020-09-30 | $406k | 4.2k | 96.37 |
| 2020-06-30 | $396k | 4.2k | 94.04 |
| 2020-03-31 | $379k | 4.2k | 90.02 |
| 2019-12-31 | $615k | 4.4k | 139.42 |
| 2019-09-30 | $539k | 4.6k | 117.63 |
| 2019-06-30 | $510k | 4.6k | 111.87 |
| 2019-03-31 | $446k | 4.4k | 101.18 |
| 2018-12-31 | $430k | 4.4k | 97.57 |
| 2018-09-30 | $479k | 4.4k | 108.74 |
| 2018-06-30 | $459k | 4.4k | 104.20 |
| 2018-03-31 | $484k | 4.4k | 109.90 |
| 2017-12-31 | $578k | 5.4k | 106.98 |
| 2017-09-30 | $474k | 5.0k | 95.58 |
| 2017-06-30 | $453k | 5.0k | 91.37 |
| 2017-03-31 | $435k | 5.0k | 87.75 |
| 2016-12-31 | $423k | 4.9k | 86.38 |
| 2016-09-30 | $313k | 4.7k | 66.67 |
| 2016-06-30 | $287k | 4.6k | 62.19 |
| 2016-03-31 | $273k | 4.6k | 59.15 |
| 2015-12-31 | $305k | 4.6k | 66.09 |
| 2015-09-30 | $285k | 4.7k | 60.91 |
| 2015-06-30 | $215k | 3.1k | 69.38 |
| 2014-03-31 | $221k | 3.6k | 60.70 |
| 2013-12-31 | $213k | 3.6k | 58.50 |