JPMorgan Chase & Co. shares owned by Private Advisor
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $59M | 344k | 170.10 |
| 2023-09-30 | $57M | 391k | 145.01 |
| 2023-06-30 | $49M | 334k | 147.86 |
| 2023-03-31 | $42M | 323k | 130.31 |
| 2022-12-31 | $7.3M | 302k | 24.11 |
| 2022-09-30 | $31M | 301k | 104.50 |
| 2022-06-30 | $43M | 383k | 112.61 |
| 2022-03-31 | $55M | 403k | 136.32 |
| 2021-12-31 | $54M | 340k | 158.35 |
| 2021-09-30 | $71M | 435k | 163.69 |
| 2021-06-30 | $47M | 300k | 155.54 |
| 2021-03-31 | $47M | 310k | 152.23 |
| 2020-12-31 | $37M | 290k | 127.07 |
| 2020-09-30 | $28M | 299k | 93.70 |
| 2020-06-30 | $27M | 297k | 92.10 |
| 2020-03-31 | $23M | 257k | 90.03 |
| 2019-12-31 | $34M | 243k | 139.40 |
| 2019-09-30 | $33M | 274k | 119.34 |
| 2019-06-30 | $26M | 231k | 111.80 |
| 2019-03-31 | $24M | 240k | 101.30 |
| 2018-12-31 | $20M | 205k | 97.59 |
| 2018-09-30 | $25M | 222k | 112.84 |
| 2018-06-30 | $16M | 157k | 104.98 |
| 2018-03-31 | $14M | 123k | 110.01 |
| 2017-12-31 | $16M | 151k | 108.35 |
| 2017-09-30 | $21M | 217k | 96.36 |
| 2017-06-30 | $18M | 193k | 93.16 |
| 2017-03-31 | $17M | 197k | 86.28 |
| 2016-12-31 | $17M | 191k | 87.04 |
| 2016-09-30 | $8.7M | 130k | 66.60 |
| 2016-06-30 | $8.9M | 147k | 60.25 |
| 2016-03-31 | $5.9M | 98k | 60.13 |
| 2015-12-31 | $6.7M | 102k | 66.03 |
| 2015-09-30 | $6.3M | 104k | 60.97 |
| 2015-06-30 | $6.1M | 90k | 67.59 |
| 2015-03-31 | $4.9M | 81k | 60.58 |
| 2014-12-31 | $4.8M | 76k | 62.58 |
| 2014-09-30 | $4.0M | 66k | 60.24 |
| 2014-06-30 | $3.1M | 54k | 57.62 |
| 2014-03-31 | $3.1M | 51k | 60.71 |
| 2013-12-31 | $3.0M | 51k | 58.49 |