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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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 $258k 2.0k 127.28
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