JPMorgan Chase & Co. shares owned by Rise Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.8k | 315.47 |
| 2025-06-30 | $1.1M | 3.7k | 289.94 |
| 2024-12-31 | $780k | 3.3k | 239.68 |
| 2024-09-30 | $671k | 3.2k | 210.87 |
| 2024-06-30 | $641k | 3.2k | 202.26 |
| 2024-03-31 | $640k | 3.2k | 200.30 |
| 2023-12-31 | $297k | 1.7k | 170.12 |
| 2023-09-30 | $185k | 1.3k | 144.97 |
| 2023-06-30 | $210k | 1.4k | 145.47 |
| 2023-03-31 | $208k | 1.6k | 130.29 |
| 2022-12-31 | $294k | 2.2k | 134.09 |
| 2022-09-30 | $224k | 2.1k | 104.58 |
| 2022-06-30 | $240k | 2.1k | 112.62 |
| 2022-03-31 | $265k | 1.9k | 136.53 |
| 2021-12-31 | $245k | 1.5k | 158.35 |