JPMorgan Chase & Co. shares owned by Sontag Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.3M | 55k | 170.10 |
| 2023-09-30 | $7.1M | 49k | 145.02 |
| 2023-06-30 | $5.3M | 36k | 145.44 |
| 2023-03-31 | $4.3M | 33k | 130.31 |
| 2022-12-31 | $5.5M | 41k | 134.10 |
| 2022-09-30 | $3.6M | 34k | 104.51 |
| 2022-06-30 | $3.8M | 34k | 112.62 |
| 2022-03-31 | $3.6M | 27k | 136.31 |
| 2021-12-31 | $5.5M | 35k | 158.35 |
| 2021-09-30 | $6.7M | 41k | 163.68 |
| 2021-06-30 | $4.0M | 26k | 155.55 |
| 2021-03-31 | $8.9M | 58k | 152.23 |
| 2020-12-31 | $6.5M | 51k | 127.07 |
| 2020-09-30 | $2.7M | 28k | 96.28 |
| 2020-06-30 | $2.2M | 23k | 94.05 |
| 2020-03-31 | $5.6M | 63k | 90.03 |
| 2019-12-31 | $1.8M | 13k | 139.38 |
| 2019-09-30 | $1.0M | 8.6k | 117.72 |
| 2019-06-30 | $396k | 3.5k | 111.83 |
| 2018-12-31 | $427k | 4.4k | 97.73 |