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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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All positions including JPMorgan Chase & Co. held by Morling 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
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