JPMorgan Chase & Co. shares owned by Source Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 17k | 210.86 |
| 2024-06-30 | $3.5M | 17k | 202.26 |
| 2024-03-31 | $3.5M | 18k | 200.30 |
| 2023-12-31 | $4.6M | 27k | 170.10 |
| 2023-09-30 | $4.3M | 29k | 145.02 |
| 2023-06-30 | $4.4M | 31k | 145.44 |
| 2023-03-31 | $4.7M | 36k | 130.31 |
| 2022-12-31 | $5.3M | 40k | 134.10 |
| 2022-09-30 | $4.0M | 38k | 104.51 |
| 2022-06-30 | $4.3M | 38k | 112.62 |
| 2022-03-31 | $5.1M | 38k | 136.08 |
| 2021-12-31 | $5.6M | 36k | 158.55 |
| 2021-09-30 | $6.0M | 37k | 163.55 |
| 2021-06-30 | $6.7M | 43k | 156.05 |
| 2021-03-31 | $6.6M | 43k | 152.12 |
| 2020-12-31 | $5.9M | 47k | 127.08 |