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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |