JPMorgan Chase & Co. shares owned by TFG Advisers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TFG Advisers
from 13F filings
Historical chart of TFG Advisers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by TFG Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $11M | 37k | 289.91 |
| 2025-03-31 | $8.9M | 36k | 245.30 |
| 2024-12-31 | $8.6M | 36k | 239.71 |
| 2024-09-30 | $7.5M | 36k | 210.86 |
| 2024-06-30 | $7.2M | 36k | 202.26 |
| 2024-03-31 | $7.3M | 36k | 200.30 |
| 2023-09-30 | $5.1M | 35k | 145.02 |
| 2023-06-30 | $5.1M | 35k | 145.44 |
| 2023-03-31 | $4.5M | 34k | 130.31 |
| 2022-12-31 | $4.5M | 34k | 134.10 |
| 2022-09-30 | $3.6M | 34k | 104.50 |
| 2022-06-30 | $3.8M | 34k | 112.61 |
| 2022-03-31 | $4.5M | 33k | 136.31 |
| 2021-12-31 | $5.2M | 33k | 158.34 |
| 2021-09-30 | $5.4M | 33k | 163.69 |
| 2021-06-30 | $5.1M | 33k | 155.52 |
| 2021-03-31 | $5.0M | 33k | 152.23 |
| 2020-12-31 | $4.6M | 36k | 127.05 |
| 2020-09-30 | $3.7M | 39k | 96.27 |
| 2020-06-30 | $3.5M | 37k | 94.04 |
| 2020-03-31 | $3.1M | 35k | 90.01 |
| 2019-12-31 | $4.7M | 34k | 139.40 |
| 2019-09-30 | $3.9M | 33k | 117.69 |
| 2019-06-30 | $3.7M | 33k | 111.77 |
| 2019-03-31 | $3.3M | 33k | 101.21 |
| 2018-12-31 | $3.1M | 32k | 97.61 |