JPMorgan Chase & Co. shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 57k | 239.71 |
| 2024-09-30 | $12M | 57k | 210.86 |
| 2024-06-30 | $12M | 57k | 202.26 |
| 2024-03-31 | $12M | 57k | 200.30 |
| 2023-12-31 | $9.7M | 57k | 170.10 |
| 2023-09-30 | $8.3M | 57k | 145.02 |
| 2023-06-30 | $7.5M | 57k | 130.31 |
| 2023-03-31 | $7.5M | 57k | 130.31 |
| 2022-12-31 | $7.7M | 57k | 134.11 |
| 2022-09-30 | $6.0M | 58k | 104.49 |
| 2022-06-30 | $6.5M | 58k | 112.61 |
| 2022-03-31 | $4.3M | 32k | 136.31 |
| 2021-12-31 | $5.0M | 32k | 158.33 |
| 2021-09-30 | $5.2M | 32k | 163.69 |
| 2021-06-30 | $4.9M | 32k | 155.54 |
| 2021-03-31 | $4.8M | 32k | 152.22 |
| 2020-12-31 | $4.1M | 32k | 127.07 |
| 2020-09-30 | $3.0M | 32k | 96.28 |
| 2020-06-30 | $3.0M | 32k | 94.07 |
| 2020-03-31 | $2.8M | 31k | 90.03 |
| 2019-12-31 | $468k | 3.4k | 139.37 |
| 2019-09-30 | $395k | 3.4k | 117.63 |
| 2019-06-30 | $375k | 3.4k | 111.67 |
| 2019-03-31 | $340k | 3.4k | 101.25 |
| 2018-12-31 | $133k | 1.4k | 97.94 |
| 2018-09-30 | $63k | 558 | 112.90 |
| 2018-06-30 | $58k | 558 | 103.94 |
| 2018-03-31 | $61k | 558 | 109.32 |
| 2017-12-31 | $60k | 558 | 107.53 |
| 2017-09-30 | $53k | 558 | 94.98 |
| 2017-06-30 | $51k | 558 | 91.40 |
| 2017-03-31 | $49k | 558 | 87.81 |
| 2016-12-31 | $48k | 558 | 86.02 |
| 2016-09-30 | $37k | 558 | 66.31 |
| 2016-06-30 | $35k | 558 | 62.72 |
| 2016-03-31 | $44k | 745 | 59.06 |
| 2015-12-31 | $49k | 745 | 65.77 |
| 2015-09-30 | $45k | 745 | 60.40 |
| 2015-06-30 | $50k | 745 | 67.11 |
| 2015-03-31 | $45k | 745 | 60.40 |
| 2014-12-31 | $47k | 745 | 63.09 |
| 2014-09-30 | $45k | 745 | 60.40 |
| 2014-06-30 | $43k | 745 | 57.72 |
| 2014-03-31 | $45k | 745 | 60.40 |
| 2013-12-31 | $44k | 745 | 59.06 |