JPMorgan Chase & Co. shares owned by New World Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by New World Advisors
from 13F filings
Historical chart of New World Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by New World Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.4k | 315.43 |
| 2025-06-30 | $1.3M | 4.4k | 289.89 |
| 2025-03-31 | $572k | 2.3k | 245.30 |
| 2024-12-31 | $509k | 2.1k | 239.76 |
| 2024-09-30 | $447k | 2.1k | 210.84 |
| 2024-06-30 | $429k | 2.1k | 202.28 |
| 2024-03-31 | $436k | 2.2k | 200.31 |
| 2023-12-31 | $373k | 2.2k | 170.11 |
| 2023-09-30 | $315k | 2.2k | 145.01 |
| 2023-06-30 | $287k | 2.0k | 145.45 |
| 2023-03-31 | $260k | 2.0k | 130.33 |
| 2022-12-31 | $254k | 1.9k | 134.13 |
| 2022-06-30 | $211k | 1.9k | 111.70 |
| 2022-03-31 | $342k | 2.6k | 130.43 |
| 2021-12-31 | $299k | 1.9k | 158.45 |
| 2021-09-30 | $324k | 1.9k | 171.79 |
| 2021-06-30 | $2.2M | 14k | 155.56 |
| 2021-03-31 | $246k | 1.6k | 152.51 |
| 2020-12-31 | $225k | 2.3k | 96.15 |
| 2020-09-30 | $205k | 2.1k | 98.09 |
| 2020-06-30 | $210k | 2.2k | 97.40 |
| 2020-03-31 | $451k | 3.2k | 139.41 |
| 2019-12-31 | $451k | 3.2k | 139.41 |
| 2019-09-30 | $380k | 3.2k | 117.76 |
| 2019-06-30 | $291k | 2.6k | 111.84 |
| 2019-03-31 | $130k | 1.3k | 101.09 |