JPMorgan Chase & Co. shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $396k | 1.9k | 210.86 |
| 2024-06-30 | $393k | 1.9k | 202.26 |
| 2024-03-31 | $330k | 1.6k | 200.30 |
| 2023-12-31 | $283k | 1.7k | 170.10 |
| 2023-09-30 | $239k | 1.6k | 145.02 |
| 2023-06-30 | $240k | 1.6k | 145.44 |
| 2023-03-31 | $228k | 1.7k | 130.31 |
| 2022-12-31 | $221k | 1.6k | 134.10 |
| 2022-09-30 | $172k | 1.6k | 104.37 |
| 2022-06-30 | $186k | 1.6k | 112.86 |
| 2022-03-31 | $226k | 1.7k | 136.47 |
| 2021-12-31 | $261k | 1.6k | 158.57 |
More positions owned by Morling Financial Advisors
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