JPMorgan Chase & Co. shares owned by Sara-Bay Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sara-Bay Financial
from 13F filings
Historical chart of Sara-Bay Financial investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sara-Bay Financial 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 Sara-Bay Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 61k | 315.43 |
| 2025-06-30 | $18M | 62k | 289.91 |
| 2025-03-31 | $15M | 63k | 242.85 |
| 2024-12-31 | $15M | 63k | 239.32 |
| 2024-06-30 | $14M | 70k | 202.26 |
| 2024-03-31 | $12M | 62k | 198.94 |
| 2023-12-31 | $11M | 62k | 170.10 |
| 2023-09-30 | $9.0M | 62k | 145.02 |
| 2023-06-30 | $9.1M | 62k | 145.44 |
| 2023-03-31 | $8.1M | 63k | 130.31 |
| 2022-12-31 | $8.7M | 65k | 134.10 |
| 2022-09-30 | $6.8M | 65k | 104.50 |
| 2022-06-30 | $7.3M | 65k | 112.71 |
| 2022-03-31 | $8.9M | 65k | 136.32 |
| 2021-12-31 | $10M | 65k | 158.35 |
| 2021-09-30 | $11M | 64k | 163.69 |
| 2021-06-30 | $8.2M | 53k | 155.27 |
| 2021-03-31 | $8.0M | 53k | 152.23 |
| 2020-12-31 | $6.6M | 52k | 127.07 |
| 2020-09-30 | $5.0M | 52k | 96.27 |
| 2020-06-30 | $4.9M | 52k | 93.95 |