JPMorgan Chase & Co. shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.8M | 39k | 200.30 |
| 2023-12-31 | $7.6M | 45k | 170.10 |
| 2023-09-30 | $8.5M | 59k | 145.02 |
| 2023-06-30 | $8.7M | 60k | 145.44 |
| 2023-03-31 | $7.2M | 56k | 130.31 |
| 2022-12-31 | $6.5M | 48k | 134.10 |
| 2022-09-30 | $4.2M | 40k | 104.50 |
| 2022-06-30 | $3.6M | 32k | 112.61 |
| 2022-03-31 | $3.5M | 25k | 136.34 |
| 2021-12-31 | $3.2M | 20k | 158.35 |
| 2021-09-30 | $3.1M | 19k | 163.70 |
| 2021-06-30 | $2.8M | 18k | 155.52 |
| 2021-03-31 | $2.5M | 16k | 152.21 |
| 2020-12-31 | $1.9M | 15k | 127.10 |
| 2020-09-30 | $1.2M | 12k | 96.25 |
| 2020-06-30 | $916k | 9.7k | 94.05 |
| 2020-03-31 | $547k | 6.1k | 90.07 |
| 2019-12-31 | $716k | 5.1k | 139.38 |
More positions owned by Soltis Investment Advisors
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