JPMorgan Chase & Co. shares owned by Sandy Cove Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sandy Cove Advisors
from 13F filings
Historical chart of Sandy Cove Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sandy Cove Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Sandy Cove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.41 |
| 2025-06-30 | $2.9M | 10k | 289.90 |
| 2025-03-31 | $2.2M | 9.0k | 245.29 |
| 2024-12-31 | $2.3M | 9.6k | 239.71 |
| 2024-09-30 | $2.0M | 9.3k | 210.85 |
| 2024-06-30 | $1.9M | 9.5k | 202.27 |
| 2024-03-31 | $1.9M | 9.4k | 200.30 |
| 2023-12-31 | $1.3M | 7.8k | 170.10 |
| 2023-09-30 | $1.0M | 7.1k | 145.01 |
| 2023-06-30 | $1.0M | 7.1k | 145.44 |
| 2023-03-31 | $651k | 5.0k | 130.31 |
| 2022-12-31 | $670k | 5.0k | 134.10 |
| 2022-09-30 | $458k | 4.4k | 104.61 |
| 2022-06-30 | $466k | 4.1k | 112.56 |
| 2022-03-31 | $564k | 4.1k | 136.33 |
| 2021-12-31 | $604k | 3.8k | 158.41 |