JPMorgan Chase & Co. shares owned by McClarren Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by McClarren Financial Advisors
from 13F filings
Historical chart of McClarren Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by McClarren Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by McClarren Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 1.3k | 265.06 |
| 2025-06-30 | $316k | 1.1k | 289.80 |
| 2025-03-31 | $266k | 1.2k | 230.50 |
| 2024-12-31 | $260k | 1.1k | 239.63 |
| 2024-09-30 | $433k | 1.1k | 400.18 |
| 2024-06-30 | $218k | 1.4k | 154.06 |
| 2024-03-31 | $212k | 1.2k | 176.37 |
| 2023-12-31 | $179k | 1.1k | 169.83 |
| 2023-09-30 | $152k | 1.0k | 145.00 |
| 2023-06-30 | $151k | 1.0k | 144.64 |
| 2023-03-31 | $82k | 640 | 128.13 |
| 2022-12-31 | $85k | 638 | 133.23 |
| 2022-09-30 | $66k | 635 | 103.94 |
| 2022-03-31 | $86k | 635 | 135.43 |
| 2021-12-31 | $100k | 635 | 157.48 |
| 2021-09-30 | $78k | 478 | 163.18 |
| 2021-06-30 | $72k | 466 | 154.51 |
| 2021-03-31 | $71k | 464 | 153.02 |
| 2020-12-31 | $58k | 460 | 126.09 |
More positions owned by McClarren Financial Advisors
View all positions for McClarren Financial Advisors