JPMorgan Chase & Co. shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 15k | 210.86 |
| 2024-06-30 | $7.2M | 36k | 202.26 |
| 2024-03-31 | $7.2M | 36k | 200.30 |
| 2023-09-30 | $8.9M | 62k | 145.02 |
| 2023-06-30 | $9.5M | 65k | 145.44 |
| 2023-03-31 | $9.0M | 69k | 130.31 |
| 2022-12-31 | $9.4M | 70k | 134.10 |
| 2022-09-30 | $7.4M | 70k | 104.49 |
| 2022-06-30 | $7.4M | 65k | 112.62 |
| 2022-03-31 | $7.8M | 57k | 136.32 |
| 2021-12-31 | $8.4M | 53k | 158.36 |
| 2021-09-30 | $8.8M | 54k | 163.68 |
| 2021-06-30 | $7.4M | 48k | 155.54 |
| 2021-03-31 | $1.2M | 8.0k | 152.22 |
| 2020-12-31 | $2.3M | 18k | 127.05 |
| 2020-09-30 | $2.0M | 20k | 96.26 |
| 2020-06-30 | $1.8M | 19k | 94.06 |
| 2020-03-31 | $1.3M | 15k | 90.01 |
| 2019-12-31 | $2.1M | 16k | 132.38 |
| 2019-09-30 | $2.2M | 17k | 129.18 |
| 2019-06-30 | $7.2k | 23k | 0.31 |
| 2019-03-31 | $2.2M | 22k | 101.22 |
| 2018-12-31 | $0 | 25k | 0.00 |
| 2018-09-30 | $2.1M | 19k | 111.50 |
| 2018-06-30 | $2.5M | 24k | 104.21 |
| 2018-03-31 | $2.7M | 24k | 109.95 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors