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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

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Quarterly reported holdings in JPMorgan Chase & Co. by Trail Ridge Investment Advisors

Quarter filed Position value Share count Share price at filing
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