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

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Quarterly reported holdings in JPMorgan Chase & Co. by LVZ Advisors

Quarter filed Position value Share count Share price at filing
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