JPMorgan Chase & Co. shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SRS Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $4.6M | 19k | 239.72 |
2024-09-30 | $2.0M | 9.6k | 210.85 |
2024-06-30 | $2.0M | 9.7k | 202.26 |
2024-03-31 | $1.4M | 7.0k | 200.29 |
2023-12-31 | $1.2M | 7.2k | 170.11 |
2023-09-30 | $1.0M | 7.2k | 145.02 |
2023-06-30 | $1.1M | 7.4k | 145.44 |
2023-03-31 | $915k | 7.0k | 130.31 |
2022-12-31 | $965k | 7.2k | 134.10 |
2022-09-30 | $749k | 7.2k | 104.51 |
2022-06-30 | $788k | 7.0k | 112.56 |
2022-03-31 | $863k | 6.3k | 136.25 |
2021-12-31 | $964k | 6.1k | 158.27 |
2021-09-30 | $896k | 5.5k | 163.77 |
2021-06-30 | $879k | 5.6k | 155.60 |
2020-12-31 | $655k | 5.2k | 127.04 |
2020-09-30 | $487k | 5.1k | 96.34 |
2020-06-30 | $459k | 4.9k | 94.08 |
2020-03-31 | $485k | 5.4k | 90.05 |
2019-12-31 | $699k | 5.0k | 139.41 |
2019-09-30 | $628k | 5.3k | 117.60 |
2019-06-30 | $606k | 5.4k | 111.81 |
2018-12-31 | $582k | 6.0k | 97.65 |
2018-09-30 | $551k | 4.9k | 112.86 |
2018-06-30 | $631k | 6.1k | 104.14 |
2018-03-31 | $542k | 4.9k | 109.87 |
2017-12-31 | $502k | 4.7k | 106.83 |
2017-09-30 | $446k | 4.7k | 95.32 |
2017-06-30 | $434k | 4.8k | 91.12 |
2017-03-31 | $426k | 4.9k | 87.78 |
2016-12-31 | $329k | 3.8k | 86.17 |