JPMorgan Chase & Co. shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 13k | 210.86 |
| 2024-06-30 | $2.7M | 13k | 202.26 |
| 2024-03-31 | $2.8M | 14k | 200.30 |
| 2023-12-31 | $2.4M | 14k | 170.10 |
| 2023-09-30 | $2.3M | 16k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $2.0M | 15k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.7M | 17k | 104.49 |
| 2022-06-30 | $18k | 18k | 1.00 |
| 2022-03-31 | $2.3M | 17k | 136.33 |
| 2021-12-31 | $2.7M | 17k | 158.34 |
| 2021-09-30 | $2.7M | 17k | 163.67 |
| 2021-06-30 | $3.7M | 24k | 155.55 |
| 2021-03-31 | $4.6M | 30k | 152.23 |
| 2020-12-31 | $3.9M | 31k | 127.08 |
| 2020-09-30 | $3.0M | 31k | 96.28 |
| 2020-06-30 | $3.0M | 31k | 94.05 |
| 2020-03-31 | $2.8M | 31k | 90.04 |
| 2019-12-31 | $4.3M | 31k | 139.41 |
| 2019-09-30 | $3.7M | 31k | 117.68 |
| 2019-06-30 | $3.5M | 32k | 111.81 |
| 2019-03-31 | $3.2M | 32k | 101.24 |
| 2018-12-31 | $3.2M | 33k | 97.64 |
| 2018-09-30 | $4.1M | 37k | 112.83 |
| 2018-06-30 | $3.8M | 36k | 104.20 |
| 2018-03-31 | $4.1M | 37k | 109.97 |
| 2017-12-31 | $4.0M | 37k | 106.93 |
| 2017-09-30 | $3.5M | 37k | 95.51 |
| 2017-06-30 | $3.3M | 37k | 91.39 |
| 2017-03-31 | $3.4M | 38k | 87.84 |
| 2016-12-31 | $3.3M | 38k | 86.30 |
| 2016-09-30 | $2.6M | 39k | 66.58 |
| 2016-06-30 | $2.5M | 40k | 62.13 |
| 2016-03-31 | $2.4M | 41k | 59.21 |
| 2015-12-31 | $2.7M | 41k | 66.03 |
| 2015-09-30 | $2.4M | 40k | 60.97 |
| 2015-03-31 | $2.4M | 40k | 60.59 |
| 2014-12-31 | $2.5M | 79k | 31.78 |
| 2014-09-30 | $2.4M | 40k | 60.26 |
| 2014-06-30 | $2.3M | 38k | 60.72 |
| 2014-03-31 | $2.3M | 38k | 60.72 |
| 2013-12-31 | $2.3M | 39k | 58.49 |
| 2013-09-30 | $2.0M | 39k | 51.69 |
| 2011-12-31 | $5.0M | 150k | 33.25 |
| 2011-09-30 | $4.7M | 156k | 30.12 |
| 2011-06-30 | $6.9M | 151k | 46.10 |
| 2011-03-31 | $6.9M | 151k | 46.10 |
| 2010-12-31 | $591k | 14k | 42.39 |
More positions owned by Optimum Investment Advisors
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