JPMorgan Chase & Co. shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 11k | 200.30 |
| 2023-12-31 | $1.6M | 9.5k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.4M | 9.8k | 145.45 |
| 2023-03-31 | $1.3M | 9.7k | 130.31 |
| 2022-12-31 | $660k | 4.9k | 134.09 |
| 2022-09-30 | $600k | 5.7k | 104.46 |
| 2022-06-30 | $648k | 5.8k | 112.60 |
| 2022-03-31 | $798k | 5.9k | 136.25 |
| 2021-12-31 | $786k | 5.3k | 148.89 |
| 2021-03-31 | $819k | 5.4k | 152.26 |
| 2020-12-31 | $531k | 4.2k | 127.06 |
| 2020-09-30 | $448k | 4.7k | 96.22 |
| 2020-06-30 | $455k | 4.8k | 94.01 |
| 2020-03-31 | $462k | 5.1k | 90.08 |
| 2019-12-31 | $701k | 5.0k | 139.36 |
| 2019-09-30 | $748k | 6.4k | 117.68 |
| 2019-06-30 | $711k | 6.4k | 111.85 |
| 2019-03-31 | $621k | 6.1k | 101.24 |
| 2018-12-31 | $568k | 5.8k | 97.70 |
| 2018-09-30 | $645k | 5.7k | 112.90 |
| 2018-06-30 | $614k | 5.9k | 104.19 |
| 2018-03-31 | $650k | 5.9k | 109.95 |
| 2017-12-31 | $638k | 6.0k | 106.92 |
| 2017-09-30 | $572k | 6.0k | 95.54 |
| 2017-06-30 | $566k | 6.2k | 91.47 |
| 2017-03-31 | $616k | 7.0k | 87.79 |
| 2016-12-31 | $555k | 6.4k | 86.29 |
| 2016-09-30 | $396k | 5.9k | 66.61 |
| 2016-06-30 | $252k | 4.1k | 62.04 |
| 2016-03-31 | $239k | 4.0k | 59.14 |
| 2015-12-31 | $226k | 3.4k | 66.06 |
| 2015-09-30 | $200k | 3.3k | 60.94 |
| 2015-06-30 | $204k | 3.0k | 67.73 |
| 2015-03-31 | $207k | 3.4k | 60.46 |
| 2014-12-31 | $228k | 3.6k | 62.59 |
| 2014-09-30 | $217k | 3.6k | 60.26 |
| 2014-06-30 | $209k | 3.6k | 57.50 |
| 2014-03-31 | $216k | 3.6k | 60.57 |