JPMorgan Chase & Co. shares owned by Trail Ridge Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trail Ridge Investment Advisors
from 13F filings
Historical chart of Trail Ridge Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Trail Ridge Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Trail Ridge Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.6k | 315.43 |
| 2025-06-30 | $2.5M | 8.6k | 296.24 |
| 2025-03-31 | $2.2M | 8.9k | 245.30 |
| 2024-12-31 | $2.3M | 9.8k | 239.71 |
| 2024-09-30 | $2.2M | 9.7k | 223.41 |
| 2024-06-30 | $2.0M | 9.7k | 202.26 |
| 2024-03-31 | $1.9M | 9.3k | 200.30 |
| 2023-12-31 | $2.1M | 12k | 170.10 |
| 2023-09-30 | $1.8M | 12k | 145.02 |
| 2023-06-30 | $1.8M | 13k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.7M | 13k | 135.30 |
| 2022-06-30 | $1.5M | 13k | 112.63 |
| 2022-03-31 | $1.8M | 13k | 136.29 |
| 2021-12-31 | $2.1M | 13k | 158.36 |
More positions owned by Trail Ridge Investment Advisors
View all positions for Trail Ridge Investment Advisors