JPMorgan Chase & Co. shares owned by Magnolia Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Magnolia Capital Advisors
from 13F filings
Historical chart of Magnolia Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Magnolia Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 17k | 315.43 |
| 2025-06-30 | $5.0M | 17k | 289.92 |
| 2025-03-31 | $4.4M | 18k | 245.30 |
| 2024-12-31 | $2.8M | 12k | 239.71 |
| 2024-09-30 | $2.5M | 12k | 210.86 |
| 2024-06-30 | $4.6M | 119k | 39.04 |
| 2024-03-31 | $4.1M | 22k | 185.80 |
| 2023-12-31 | $3.4M | 19k | 176.27 |
| 2023-09-30 | $2.5M | 18k | 137.42 |
| 2023-06-30 | $2.6M | 18k | 145.44 |
| 2023-03-31 | $2.3M | 18k | 130.31 |
| 2022-12-31 | $2.3M | 17k | 134.09 |
| 2022-09-30 | $1.9M | 18k | 104.50 |
| 2022-06-30 | $1.9M | 17k | 112.57 |
| 2022-03-31 | $2.3M | 17k | 136.32 |
| 2021-12-31 | $2.6M | 17k | 158.38 |
| 2021-09-30 | $2.9M | 18k | 163.71 |
| 2021-06-30 | $2.4M | 16k | 155.51 |
| 2020-12-31 | $861k | 6.8k | 127.07 |
| 2020-09-30 | $612k | 612 | 1000.00 |
| 2020-06-30 | $570k | 6.1k | 94.12 |
| 2020-03-31 | $563k | 6.3k | 90.07 |
| 2019-12-31 | $840k | 6.0k | 139.28 |