JPMorgan Chase & Co. shares owned by Roth Financial Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $380k | 1.9k | 202.26 |
| 2024-06-30 | $380k | 1.9k | 202.26 |
| 2024-03-31 | $376k | 1.9k | 200.30 |
| 2023-12-31 | $318k | 1.9k | 170.10 |
| 2023-09-30 | $206k | 1.4k | 145.02 |
| 2023-06-30 | $239k | 1.6k | 145.44 |
| 2023-03-31 | $214k | 1.6k | 130.31 |
| 2022-12-31 | $222k | 1.7k | 133.90 |
| 2022-09-30 | $193k | 1.8k | 104.44 |
| 2022-06-30 | $208k | 1.8k | 112.55 |
| 2022-03-31 | $252k | 1.8k | 136.36 |
| 2021-12-31 | $305k | 1.9k | 158.11 |
| 2021-09-30 | $316k | 1.9k | 163.82 |
| 2021-06-30 | $300k | 1.9k | 155.52 |
| 2021-03-31 | $294k | 1.9k | 152.41 |
| 2020-12-31 | $245k | 1.9k | 127.01 |