JPMorgan Chase & Co. shares owned by Roffman Miller Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Roffman Miller Associates
from 13F filings
Historical chart of Roffman Miller Associates investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Roffman Miller Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Roffman Miller Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 251k | 315.43 |
| 2025-06-30 | $75M | 257k | 289.91 |
| 2025-03-31 | $64M | 260k | 245.30 |
| 2024-12-31 | $64M | 266k | 239.71 |
| 2024-09-30 | $58M | 277k | 210.86 |
| 2024-06-30 | $56M | 278k | 202.26 |
| 2024-03-31 | $56M | 281k | 200.30 |
| 2023-12-31 | $50M | 293k | 170.10 |
| 2023-09-30 | $43M | 294k | 145.02 |
| 2023-06-30 | $43M | 294k | 145.44 |
| 2023-03-31 | $38M | 295k | 130.31 |
| 2022-12-31 | $40M | 295k | 134.10 |
| 2022-09-30 | $31M | 295k | 104.50 |
| 2022-06-30 | $33M | 291k | 112.61 |
| 2022-03-31 | $39M | 285k | 136.32 |
| 2021-12-31 | $46M | 289k | 158.35 |
| 2021-09-30 | $48M | 292k | 163.69 |
| 2021-06-30 | $45M | 546k | 82.18 |
| 2021-03-31 | $44M | 504k | 86.70 |
| 2020-12-31 | $36M | 411k | 88.53 |
| 2020-09-30 | $28M | 289k | 96.27 |
| 2020-06-30 | $27M | 288k | 94.06 |
| 2020-03-31 | $26M | 284k | 90.03 |
| 2019-12-31 | $39M | 281k | 139.40 |
| 2019-09-30 | $33M | 281k | 117.69 |
| 2019-06-30 | $32M | 284k | 111.80 |
| 2019-03-31 | $28M | 280k | 101.23 |
| 2018-12-31 | $27M | 277k | 97.63 |
| 2018-09-30 | $31M | 276k | 112.84 |
| 2018-06-30 | $29M | 276k | 104.20 |
| 2018-03-31 | $31M | 278k | 109.97 |
| 2017-12-31 | $30M | 278k | 106.94 |
| 2017-09-30 | $27M | 280k | 95.51 |
| 2017-06-30 | $26M | 279k | 91.40 |
| 2017-03-31 | $24M | 275k | 87.84 |
| 2016-12-31 | $24M | 275k | 86.29 |
| 2016-09-30 | $18M | 275k | 66.59 |
| 2016-06-30 | $17M | 271k | 62.14 |
| 2016-03-31 | $15M | 254k | 59.22 |
| 2015-12-31 | $16M | 238k | 66.03 |
| 2015-09-30 | $14M | 232k | 60.97 |
| 2015-06-30 | $15M | 225k | 67.76 |
| 2015-03-31 | $14M | 223k | 60.58 |
| 2014-12-31 | $14M | 221k | 62.58 |
| 2014-09-30 | $13M | 219k | 60.24 |
| 2014-06-30 | $12M | 215k | 57.62 |
| 2014-03-31 | $13M | 210k | 60.71 |
| 2013-12-31 | $11M | 180k | 58.48 |
| 2013-09-30 | $9.0M | 174k | 51.69 |
| 2013-06-30 | $8.8M | 167k | 52.79 |
| 2013-03-31 | $7.4M | 156k | 47.46 |
| 2012-12-31 | $6.3M | 144k | 43.97 |
| 2012-09-30 | $5.7M | 142k | 40.48 |
| 2012-06-30 | $5.0M | 139k | 35.73 |
| 2012-03-31 | $6.2M | 134k | 45.98 |
| 2011-12-31 | $4.4M | 132k | 33.25 |
| 2011-09-30 | $4.1M | 137k | 30.12 |
| 2011-06-30 | $5.5M | 134k | 40.94 |
| 2011-03-31 | $6.0M | 130k | 46.10 |