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JPMorgan Chase & Co. shares owned by Thomas J. Herzfeld Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Thomas J. Herzfeld Advisors from 13F filings

Historical chart of Thomas J. Herzfeld Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Thomas J. Herzfeld Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.8k 61 145.02
2023-06-30 $9.0k 62 144.40
2023-03-31 $11k 84 134.10
2022-12-31 $11k 84 134.10
2022-09-30 $9.0k 84 107.14
2022-06-30 $16k 140 114.29
2022-03-31 $27k 200 135.00
2021-12-31 $33k 209 157.89
2021-09-30 $34k 209 162.68
2021-06-30 $34k 221 153.85
2021-03-31 $29k 191 151.83
2020-12-31 $24k 188 127.66
2020-09-30 $18k 188 95.74
2020-06-30 $18k 186 96.77
2020-03-31 $13k 147 88.44
2019-12-31 $20k 147 136.05
2019-09-30 $14k 116 120.69
2019-06-30 $14k 121 115.70
2019-03-31 $11k 106 103.77
2018-12-31 $10k 106 94.34
2018-09-30 $11k 98 112.24
2018-06-30 $10k 98 102.04
2018-03-31 $11k 98 112.24
2017-12-31 $12k 110 109.09
2017-09-30 $79k 824 95.87
2017-06-30 $75k 820 91.46
2017-03-31 $115k 1.3k 88.06
2016-12-31 $125k 1.5k 85.97
2016-09-30 $97k 1.5k 66.90
2016-06-30 $90k 1.4k 62.28
2016-03-31 $45k 759 59.29
2015-09-30 $39k 639 61.03
2015-06-30 $22k 323 68.11
2015-03-31 $20k 323 61.92
2014-12-31 $11k 170 64.71