JPMorgan Chase & Co. shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 15k | 315.43 |
| 2025-06-30 | $4.2M | 14k | 289.91 |
| 2025-03-31 | $3.2M | 13k | 245.31 |
| 2024-12-31 | $3.7M | 15k | 239.71 |
| 2024-09-30 | $3.5M | 17k | 210.87 |
| 2024-06-30 | $6.2M | 31k | 202.26 |
| 2024-03-31 | $6.1M | 31k | 200.30 |
| 2023-09-30 | $3.4M | 24k | 145.02 |
| 2023-06-30 | $3.2M | 22k | 145.44 |
| 2023-03-31 | $2.7M | 21k | 130.31 |
| 2022-12-31 | $3.8M | 28k | 134.10 |
| 2022-09-30 | $3.1M | 29k | 104.50 |
| 2022-06-30 | $3.3M | 30k | 112.61 |
| 2022-03-31 | $3.9M | 28k | 136.32 |
| 2021-12-31 | $5.1M | 33k | 158.35 |
| 2021-09-30 | $5.6M | 34k | 163.68 |
| 2021-06-30 | $4.9M | 32k | 155.53 |
| 2020-12-31 | $4.1M | 33k | 127.07 |
| 2020-06-30 | $1.7M | 18k | 94.09 |
| 2019-12-31 | $1.8M | 13k | 139.40 |
| 2019-09-30 | $1.4M | 12k | 117.73 |
| 2019-06-30 | $1.4M | 13k | 111.78 |
| 2019-03-31 | $1.2M | 12k | 101.21 |
| 2018-12-31 | $1.1M | 12k | 97.62 |
| 2018-09-30 | $773k | 6.8k | 112.86 |
| 2018-06-30 | $766k | 7.4k | 104.19 |
| 2018-03-31 | $1.2M | 11k | 109.99 |
| 2017-12-31 | $1.1M | 10k | 106.93 |
| 2017-09-30 | $942k | 9.9k | 95.50 |
| 2017-06-30 | $880k | 9.6k | 91.40 |
| 2017-03-31 | $832k | 9.5k | 87.86 |
| 2016-12-31 | $754k | 8.7k | 86.35 |
| 2016-09-30 | $736k | 11k | 66.59 |
| 2016-06-30 | $682k | 11k | 62.11 |
| 2016-03-31 | $607k | 10k | 59.24 |
| 2015-12-31 | $343k | 5.2k | 65.97 |
| 2015-09-30 | $259k | 4.3k | 60.93 |
| 2015-06-30 | $219k | 3.2k | 67.68 |
| 2015-03-31 | $220k | 3.6k | 60.66 |
| 2014-12-31 | $131k | 2.1k | 62.53 |
| 2014-09-30 | $139k | 2.3k | 60.43 |
| 2014-06-30 | $130k | 2.3k | 57.62 |
| 2014-03-31 | $101k | 1.7k | 60.84 |
| 2013-12-31 | $69k | 1.2k | 58.82 |
| 2013-09-30 | $106k | 2.1k | 51.61 |
| 2013-06-30 | $168k | 3.2k | 52.83 |