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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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