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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

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Quarterly reported holdings in JPMorgan Chase & Co. by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
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