JPMorgan Chase & Co. shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.9k | 315.43 |
| 2025-06-30 | $2.9M | 9.9k | 289.91 |
| 2025-03-31 | $1.7M | 7.1k | 245.30 |
| 2024-12-31 | $1.7M | 7.1k | 239.71 |
| 2024-09-30 | $1.5M | 7.1k | 210.86 |
| 2024-06-30 | $1.4M | 7.1k | 202.26 |
| 2024-03-31 | $1.5M | 7.3k | 200.30 |
| 2023-12-31 | $1.2M | 7.3k | 170.10 |
| 2023-09-30 | $1.1M | 7.3k | 145.02 |
| 2023-06-30 | $1.1M | 7.3k | 145.44 |
| 2023-03-31 | $946k | 7.3k | 130.31 |
| 2022-12-31 | $482k | 3.6k | 134.10 |
| 2022-09-30 | $374k | 3.6k | 104.41 |
| 2022-06-30 | $378k | 3.4k | 112.60 |
| 2022-03-31 | $458k | 3.4k | 136.43 |
| 2021-12-31 | $522k | 3.3k | 158.42 |
| 2021-09-30 | $539k | 3.3k | 163.58 |
| 2021-06-30 | $513k | 3.3k | 155.69 |
| 2021-03-31 | $502k | 3.3k | 152.35 |
| 2020-12-31 | $419k | 3.3k | 127.16 |
| 2020-09-30 | $317k | 3.3k | 96.21 |
| 2020-06-30 | $310k | 3.3k | 94.08 |
| 2020-03-31 | $297k | 3.3k | 90.14 |
| 2019-12-31 | $490k | 3.5k | 139.40 |
More positions owned by Powell Investment Advisors
View all positions for Powell Investment Advisors