JPMorgan Chase & Co. shares owned by Schechter Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Schechter Investment Advisors
from 13F filings
Historical chart of Schechter Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Schechter Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Schechter Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.9M | 36k | 245.30 |
| 2024-12-31 | $10M | 42k | 239.71 |
| 2024-09-30 | $9.4M | 45k | 210.86 |
| 2024-06-30 | $9.1M | 45k | 202.26 |
| 2024-03-31 | $9.1M | 46k | 200.30 |
| 2023-12-31 | $7.7M | 46k | 170.10 |
| 2023-09-30 | $6.6M | 46k | 145.02 |
| 2023-06-30 | $6.5M | 45k | 145.44 |
| 2023-03-31 | $5.7M | 44k | 130.31 |
| 2022-12-31 | $5.8M | 44k | 134.10 |
| 2022-09-30 | $4.5M | 42k | 105.41 |
| 2022-06-30 | $4.4M | 39k | 113.15 |
| 2022-03-31 | $4.7M | 35k | 137.61 |
| 2021-12-31 | $6.5M | 41k | 159.02 |
More positions owned by Schechter Investment Advisors
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