JPMorgan Chase & Co. shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Stokes 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 Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 46k | 210.86 |
| 2024-06-30 | $9.0M | 44k | 202.26 |
| 2024-03-31 | $9.1M | 45k | 200.30 |
| 2023-12-31 | $7.8M | 46k | 170.10 |
| 2023-09-30 | $6.7M | 46k | 145.02 |
| 2023-06-30 | $6.6M | 46k | 145.44 |
| 2023-03-31 | $5.9M | 46k | 130.31 |
| 2022-12-31 | $6.1M | 45k | 134.10 |
| 2022-09-30 | $4.7M | 45k | 104.51 |
| 2022-06-30 | $4.8M | 42k | 112.61 |
| 2022-03-31 | $5.7M | 42k | 136.32 |
| 2021-12-31 | $6.0M | 38k | 158.34 |
| 2021-09-30 | $6.1M | 37k | 163.69 |
| 2021-06-30 | $5.5M | 36k | 155.54 |
| 2021-03-31 | $4.2M | 27k | 152.22 |
| 2020-12-31 | $3.4M | 26k | 127.07 |
| 2020-09-30 | $2.5M | 26k | 96.27 |
| 2020-06-30 | $354k | 3.8k | 94.02 |