JPMorgan Chase & Co. shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 1.0k | 310.85 |
| 2025-06-30 | $303k | 1.0k | 290.47 |
| 2025-03-31 | $269k | 1.1k | 244.71 |
| 2024-12-31 | $293k | 1.1k | 259.18 |
| 2024-09-30 | $287k | 1.2k | 239.54 |
| 2024-06-30 | $262k | 1.2k | 210.01 |
| 2021-09-30 | $414k | 2.4k | 170.23 |
| 2021-06-30 | $555k | 3.7k | 150.94 |
| 2021-03-31 | $705k | 4.6k | 154.17 |
| 2020-12-31 | $685k | 5.0k | 138.10 |
| 2020-09-30 | $486k | 4.7k | 102.42 |
| 2020-06-30 | $513k | 5.6k | 92.40 |
| 2020-03-31 | $535k | 5.2k | 102.71 |
| 2019-12-31 | $478k | 3.5k | 136.92 |
| 2019-09-30 | $713k | 6.1k | 117.64 |
| 2019-06-30 | $840k | 7.7k | 109.33 |
| 2019-03-31 | $728k | 7.2k | 101.17 |
| 2018-12-31 | $546k | 5.6k | 97.55 |
| 2018-09-30 | $606k | 5.4k | 112.91 |
| 2018-06-30 | $484k | 4.6k | 104.18 |
| 2018-03-31 | $445k | 4.1k | 109.85 |
| 2017-12-31 | $603k | 5.6k | 106.95 |
| 2017-09-30 | $540k | 5.7k | 95.51 |
| 2017-06-30 | $241k | 2.6k | 91.43 |
More positions owned by Mountain Capital Investment Advisors
View all positions for Mountain Capital Investment Advisors