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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

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Quarterly reported holdings in JPMorgan Chase & Co. by Tandem Investment Advisors

Quarter filed Position value Share count Share price at filing
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