JPMorgan Chase & Co. shares owned by Private Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 43k | 315.43 |
| 2025-06-30 | $13M | 44k | 289.91 |
| 2025-03-31 | $6.2M | 25k | 245.30 |
| 2024-12-31 | $5.0M | 21k | 239.71 |
| 2024-09-30 | $4.2M | 20k | 210.86 |
| 2024-06-30 | $367k | 1.8k | 202.26 |
| 2024-03-31 | $208k | 1.0k | 200.30 |
| 2022-12-31 | $9.1M | 68k | 134.10 |
| 2022-09-30 | $7.1M | 68k | 104.51 |
| 2022-06-30 | $10M | 89k | 112.61 |
| 2022-03-31 | $13M | 94k | 136.32 |
| 2021-12-31 | $13M | 82k | 158.36 |
| 2021-09-30 | $13M | 78k | 163.69 |
| 2021-06-30 | $12M | 78k | 155.54 |
| 2021-03-31 | $9.8M | 65k | 152.23 |
| 2020-12-31 | $8.4M | 66k | 127.07 |
| 2020-09-30 | $6.3M | 65k | 96.27 |
| 2020-06-30 | $6.2M | 66k | 94.07 |
| 2020-03-31 | $348k | 3.9k | 90.06 |
| 2018-03-31 | $400k | 3.6k | 110.10 |
| 2017-12-31 | $371k | 3.5k | 106.95 |
| 2017-03-31 | $264k | 3.0k | 87.36 |