JPMorgan Chase & Co. shares owned by RFG Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by RFG Advisory
from 13F filings
Historical chart of RFG Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by RFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 32k | 315.43 |
| 2025-06-30 | $10M | 34k | 289.91 |
| 2025-03-31 | $8.5M | 35k | 245.30 |
| 2024-12-31 | $7.3M | 30k | 239.71 |
| 2024-09-30 | $6.1M | 29k | 210.86 |
| 2024-06-30 | $6.4M | 32k | 202.26 |
| 2024-03-31 | $5.9M | 29k | 200.30 |
| 2023-12-31 | $5.0M | 29k | 170.10 |
| 2023-09-30 | $4.3M | 30k | 145.02 |
| 2023-06-30 | $4.3M | 30k | 145.44 |
| 2023-03-31 | $4.0M | 30k | 130.31 |
| 2022-12-31 | $4.6M | 32k | 141.09 |
| 2022-09-30 | $4.7M | 36k | 131.45 |
| 2022-06-30 | $4.5M | 39k | 115.75 |
| 2022-03-31 | $3.8M | 28k | 136.33 |
| 2021-12-31 | $4.4M | 28k | 158.36 |
| 2021-09-30 | $4.3M | 26k | 163.68 |
| 2021-06-30 | $3.8M | 25k | 155.54 |
| 2021-03-31 | $3.6M | 24k | 152.23 |
| 2020-12-31 | $3.4M | 25k | 136.02 |
| 2020-09-30 | $2.6M | 27k | 96.27 |
| 2020-06-30 | $1.9M | 20k | 94.07 |
| 2020-03-31 | $1.7M | 19k | 90.05 |
| 2019-12-31 | $2.4M | 17k | 139.38 |
| 2019-09-30 | $1.9M | 16k | 117.71 |
| 2019-06-30 | $1.6M | 15k | 111.26 |
| 2019-03-31 | $1.2M | 12k | 101.83 |
| 2018-12-31 | $1.7M | 18k | 97.63 |
| 2018-09-30 | $3.3M | 29k | 112.84 |
| 2018-06-30 | $1.4M | 13k | 104.20 |
| 2018-03-31 | $1.3M | 12k | 109.94 |
| 2017-12-31 | $1.2M | 11k | 108.36 |
| 2017-09-30 | $1.1M | 12k | 96.38 |
| 2017-06-30 | $1.7M | 18k | 92.60 |
| 2017-03-31 | $786k | 9.1k | 86.17 |
| 2016-12-31 | $559k | 8.4k | 66.65 |
| 2016-09-30 | $524k | 7.9k | 66.59 |
| 2016-06-30 | $489k | 7.9k | 62.10 |
| 2016-03-31 | $480k | 8.1k | 59.20 |
| 2015-06-30 | $1.3M | 19k | 67.78 |