JPMorgan Chase & Co. shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.8k | 315.46 |
| 2025-06-30 | $1.4M | 4.8k | 289.90 |
| 2025-03-31 | $814k | 3.3k | 245.28 |
| 2024-12-31 | $1.1M | 4.4k | 239.73 |
| 2024-09-30 | $1.0M | 4.9k | 210.86 |
| 2024-06-30 | $966k | 4.8k | 202.26 |
| 2024-03-31 | $951k | 4.7k | 200.30 |
| 2023-12-31 | $964k | 5.7k | 170.09 |
| 2023-09-30 | $581k | 4.0k | 145.03 |
| 2023-06-30 | $880k | 6.1k | 145.43 |
| 2023-03-31 | $897k | 6.9k | 130.32 |
| 2022-12-31 | $1.0M | 7.8k | 134.10 |
| 2022-09-30 | $646k | 6.2k | 104.96 |
| 2022-06-30 | $612k | 5.4k | 112.58 |
| 2022-03-31 | $311k | 2.3k | 136.34 |
| 2021-12-31 | $480k | 3.0k | 158.42 |
| 2021-09-30 | $493k | 3.0k | 163.84 |
| 2021-06-30 | $466k | 3.0k | 155.59 |
| 2021-03-31 | $476k | 3.1k | 152.22 |
| 2020-12-31 | $402k | 3.2k | 127.17 |
More positions owned by Morris Retirement Advisors
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