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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.

Tip: Access up to 7 years of quarterly data

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

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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
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