JPMorgan Chase & Co. shares owned by Roberts Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Roberts Capital Advisors
from 13F filings
Historical chart of Roberts Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Roberts Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 8.4k | 315.43 |
| 2025-06-30 | $2.4M | 8.4k | 289.91 |
| 2025-03-31 | $1.4M | 5.7k | 245.30 |
| 2024-12-31 | $1.4M | 5.7k | 239.71 |
| 2024-09-30 | $1.2M | 5.7k | 210.86 |
| 2024-06-30 | $1.1M | 5.7k | 200.30 |
| 2024-03-31 | $1.1M | 5.7k | 200.30 |
| 2022-09-30 | $635k | 6.1k | 104.46 |
| 2022-06-30 | $685k | 6.1k | 112.68 |
| 2022-03-31 | $829k | 6.1k | 136.37 |
| 2021-12-31 | $963k | 6.1k | 158.41 |