JPMorgan Chase & Co. shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.6k | 315.41 |
| 2025-06-30 | $2.2M | 7.5k | 289.90 |
| 2025-03-31 | $1.6M | 6.3k | 245.28 |
| 2024-12-31 | $1.1M | 4.7k | 239.70 |
| 2024-09-30 | $985k | 4.7k | 210.84 |
| 2024-06-30 | $946k | 4.7k | 202.26 |
| 2024-03-31 | $937k | 4.7k | 200.29 |
| 2023-12-31 | $795k | 4.7k | 170.12 |
| 2023-09-30 | $718k | 4.9k | 145.01 |
| 2023-06-30 | $670k | 4.6k | 145.44 |
| 2023-03-31 | $599k | 4.6k | 130.30 |
| 2022-12-31 | $594k | 4.4k | 134.10 |
| 2022-09-30 | $514k | 4.9k | 104.43 |
| 2022-06-30 | $589k | 5.2k | 112.58 |
| 2022-03-31 | $689k | 5.1k | 136.38 |
| 2021-12-31 | $802k | 5.1k | 158.28 |
| 2021-09-30 | $795k | 4.9k | 163.65 |
| 2021-06-30 | $700k | 4.5k | 155.56 |
| 2021-03-31 | $575k | 3.8k | 152.32 |
| 2020-12-31 | $518k | 4.1k | 127.18 |
| 2020-09-30 | $324k | 3.4k | 96.26 |
| 2020-06-30 | $392k | 4.2k | 94.07 |
| 2020-03-31 | $314k | 3.5k | 90.07 |
| 2019-12-31 | $411k | 2.9k | 139.51 |
| 2019-09-30 | $329k | 2.8k | 117.79 |
| 2019-06-30 | $289k | 2.6k | 111.63 |
| 2019-03-31 | $219k | 2.2k | 101.34 |
| 2018-12-31 | $209k | 2.1k | 97.80 |
| 2018-09-30 | $241k | 2.1k | 112.99 |
| 2018-06-30 | $222k | 2.1k | 104.08 |
| 2018-03-31 | $235k | 2.1k | 110.17 |
| 2017-12-31 | $228k | 2.1k | 106.89 |
| 2017-09-30 | $204k | 2.1k | 95.64 |