JPMorgan Chase & Co. shares owned by Tandem Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tandem Investment Advisors
from 13F filings
Historical chart of Tandem Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Tandem Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Tandem Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 1.2k | 315.07 |
| 2025-06-30 | $271k | 934 | 290.15 |
| 2025-03-31 | $300k | 1.2k | 245.50 |
| 2024-12-31 | $583k | 2.4k | 239.52 |
| 2024-09-30 | $533k | 2.5k | 210.92 |
| 2024-06-30 | $474k | 2.3k | 202.13 |
| 2024-03-31 | $480k | 2.4k | 200.25 |
| 2023-12-31 | $450k | 2.6k | 170.26 |
| 2023-09-30 | $462k | 3.2k | 145.02 |
| 2023-06-30 | $530k | 3.6k | 145.44 |
| 2023-03-31 | $356k | 2.7k | 130.31 |
| 2022-12-31 | $460k | 3.4k | 134.23 |
| 2022-09-30 | $275k | 2.6k | 104.60 |
| 2022-06-30 | $305k | 2.7k | 112.80 |
| 2022-03-31 | $283k | 2.1k | 136.39 |
| 2021-12-31 | $611k | 3.9k | 158.29 |
| 2021-09-30 | $511k | 3.1k | 163.68 |
| 2021-06-30 | $499k | 3.2k | 155.55 |
| 2021-03-31 | $414k | 2.7k | 152.15 |
| 2020-12-31 | $408k | 3.2k | 127.02 |
| 2020-09-30 | $335k | 3.5k | 96.40 |
| 2020-06-30 | $496k | 5.3k | 94.03 |
| 2020-03-31 | $392k | 4.4k | 90.09 |
| 2019-12-31 | $887k | 6.4k | 139.40 |
| 2019-09-30 | $804k | 6.8k | 117.72 |
| 2019-06-30 | $393k | 3.5k | 111.90 |
| 2019-03-31 | $419k | 4.1k | 101.31 |
| 2018-12-31 | $550k | 5.6k | 97.66 |
| 2018-09-30 | $430k | 3.8k | 112.95 |
| 2018-06-30 | $390k | 3.7k | 104.08 |
| 2018-03-31 | $418k | 3.8k | 110.09 |
| 2017-12-31 | $493k | 4.6k | 106.92 |
| 2017-09-30 | $275k | 2.9k | 95.52 |
| 2017-06-30 | $272k | 3.0k | 91.55 |
| 2017-03-31 | $221k | 2.5k | 87.94 |
More positions owned by Tandem Investment Advisors
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