JPMorgan Chase & Co. shares owned by Quantum Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Quantum Financial Advisors
from 13F filings
Historical chart of Quantum Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Quantum Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.3k | 315.42 |
| 2025-06-30 | $1.8M | 6.3k | 289.90 |
| 2025-03-31 | $1.5M | 6.3k | 245.29 |
| 2024-12-31 | $1.5M | 6.3k | 239.70 |
| 2024-09-30 | $1.3M | 6.3k | 210.85 |
| 2024-06-30 | $1.2M | 6.0k | 202.25 |
| 2024-03-31 | $1.2M | 6.0k | 200.29 |
| 2023-12-31 | $766k | 4.5k | 170.09 |
| 2023-09-30 | $863k | 6.0k | 145.03 |
| 2023-06-30 | $639k | 4.4k | 145.45 |
| 2023-03-31 | $572k | 4.4k | 130.31 |
| 2022-12-31 | $584k | 4.4k | 134.10 |
| 2022-09-30 | $450k | 4.3k | 104.58 |
| 2022-06-30 | $509k | 4.3k | 118.29 |
More positions owned by Quantum Financial Advisors
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