JPMorgan Chase & Co. shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.41 |
| 2025-06-30 | $2.7M | 9.2k | 289.92 |
| 2025-03-31 | $1.9M | 7.7k | 245.30 |
| 2024-12-31 | $1.6M | 6.7k | 239.70 |
| 2024-09-30 | $1.3M | 6.2k | 210.87 |
| 2024-06-30 | $1.1M | 5.6k | 201.83 |
| 2024-03-31 | $1.1M | 5.3k | 200.23 |
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