JPMorgan Chase & Co. shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 1.3k | 315.36 |
| 2025-06-30 | $365k | 1.3k | 289.85 |
| 2025-03-31 | $308k | 1.3k | 245.36 |
| 2024-12-31 | $300k | 1.3k | 239.78 |
| 2024-09-30 | $264k | 1.3k | 210.88 |
| 2024-06-30 | $334k | 1.6k | 202.29 |
| 2024-03-31 | $330k | 1.6k | 200.29 |
| 2023-12-31 | $295k | 1.7k | 170.14 |
| 2023-09-30 | $283k | 2.0k | 145.03 |
| 2023-06-30 | $220k | 1.5k | 145.48 |
| 2023-03-31 | $224k | 1.7k | 130.33 |
| 2022-12-31 | $222k | 1.7k | 134.08 |
| 2022-06-30 | $223k | 2.0k | 112.51 |
| 2022-03-31 | $270k | 2.0k | 136.23 |
| 2021-12-31 | $313k | 2.0k | 157.92 |
| 2021-09-30 | $324k | 2.0k | 163.47 |
| 2021-06-30 | $308k | 2.0k | 155.40 |
| 2021-03-31 | $408k | 2.7k | 152.18 |
| 2020-12-31 | $337k | 2.7k | 125.93 |
| 2020-09-30 | $196k | 2.0k | 96.36 |
| 2020-06-30 | $191k | 2.0k | 94.27 |
| 2019-12-31 | $280k | 2.0k | 139.17 |
| 2019-09-30 | $236k | 2.0k | 117.65 |
| 2019-06-30 | $223k | 2.0k | 111.44 |
| 2019-03-31 | $202k | 2.0k | 101.20 |
| 2018-12-31 | $260k | 2.7k | 97.45 |
| 2018-09-30 | $300k | 2.7k | 112.87 |
| 2018-06-30 | $336k | 3.2k | 104.35 |
| 2018-03-31 | $353k | 3.2k | 109.97 |
| 2017-12-31 | $342k | 3.2k | 106.88 |
| 2017-09-30 | $305k | 3.2k | 95.64 |
| 2017-06-30 | $296k | 3.2k | 92.82 |
More positions owned by MPS Loria Financial Planners
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