JPMorgan Chase & Co. shares owned by Toth Financial Advisory Corporation
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Toth Financial Advisory Corporation
from 13F filings
Historical chart of Toth Financial Advisory Corporation investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Toth Financial Advisory Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 1.8k | 315.38 |
| 2025-06-30 | $518k | 1.8k | 289.87 |
| 2025-03-31 | $421k | 1.7k | 245.26 |
| 2024-12-31 | $411k | 1.7k | 239.67 |
| 2024-09-30 | $362k | 1.7k | 210.83 |
| 2024-06-30 | $358k | 1.8k | 202.23 |
| 2024-03-31 | $324k | 1.6k | 200.27 |
| 2023-12-31 | $267k | 1.6k | 170.07 |
| 2023-09-30 | $227k | 1.6k | 144.99 |
| 2023-06-30 | $220k | 1.5k | 145.41 |
| 2023-03-31 | $203k | 1.6k | 130.30 |
| 2022-12-31 | $193k | 1.4k | 134.10 |
| 2022-09-30 | $169k | 1.6k | 104.71 |
| 2022-06-30 | $158k | 1.4k | 112.30 |
| 2022-03-31 | $189k | 1.4k | 136.36 |
| 2021-12-31 | $219k | 1.4k | 158.12 |
| 2021-09-30 | $227k | 1.4k | 163.90 |
| 2021-06-30 | $210k | 1.4k | 155.44 |
| 2021-03-31 | $206k | 1.4k | 152.59 |
| 2020-12-31 | $158k | 1.2k | 127.21 |
| 2020-09-30 | $119k | 1.2k | 95.89 |
| 2020-06-30 | $120k | 1.3k | 94.27 |
| 2020-03-31 | $140k | 1.6k | 89.80 |
| 2019-12-31 | $217k | 1.6k | 139.28 |
| 2019-09-30 | $238k | 2.0k | 117.53 |
| 2019-06-30 | $236k | 2.1k | 111.85 |
| 2019-03-31 | $213k | 2.1k | 101.38 |
| 2018-12-31 | $204k | 2.1k | 97.56 |
| 2018-09-30 | $235k | 2.1k | 112.93 |
| 2018-06-30 | $222k | 2.1k | 103.98 |
| 2018-03-31 | $267k | 2.4k | 109.97 |
| 2017-12-31 | $259k | 2.4k | 106.98 |
| 2017-09-30 | $200k | 2.1k | 95.51 |
More positions owned by Toth Financial Advisory Corporation
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