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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.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Rise Advisors

Quarter filed Position value Share count Share price at filing
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