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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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 |
More positions owned by Thomas J. Herzfeld Advisors
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