JPMorgan Chase & Co. shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64k | 201 | 315.73 |
| 2025-06-30 | $58k | 201 | 289.93 |
| 2025-03-31 | $44k | 181 | 245.01 |
| 2024-12-31 | $43k | 181 | 239.19 |
| 2024-09-30 | $38k | 180 | 211.32 |
| 2024-06-30 | $26k | 130 | 202.56 |
| 2024-03-31 | $26k | 130 | 200.25 |
| 2023-12-31 | $22k | 130 | 169.76 |
| 2023-09-30 | $19k | 129 | 145.53 |
| 2023-06-30 | $19k | 129 | 145.69 |
| 2023-03-31 | $17k | 129 | 130.27 |
| 2022-12-31 | $17k | 129 | 134.76 |
More positions owned by New England Capital Financial Advisors
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