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JPMorgan Chase & Co. shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Traphagen 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 Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 13k 170.10
2023-09-30 $1.8M 12k 145.02
2023-06-30 $1.8M 12k 145.44
2023-03-31 $1.6M 12k 130.31
2022-12-31 $1.6M 12k 134.10
2022-09-30 $1.5M 14k 104.50
2022-06-30 $1.6M 14k 112.61
2022-03-31 $1.9M 14k 136.32
2021-12-31 $1.8M 12k 158.35
2021-09-30 $1.8M 11k 163.68
2021-06-30 $1.7M 11k 155.54
2021-03-31 $1.0M 6.7k 152.24
2020-12-31 $864k 6.8k 127.08
2020-09-30 $654k 6.8k 96.27
2020-06-30 $623k 6.6k 94.06
2020-03-31 $561k 6.2k 90.03
2019-12-31 $872k 6.3k 139.39
2019-09-30 $436k 3.7k 117.69
2019-06-30 $409k 3.7k 111.79
2019-03-31 $370k 3.7k 101.24