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.
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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 |
|---|---|---|---|
| 2025-09-30 | $4.1M | 13k | 315.43 |
| 2025-06-30 | $3.9M | 14k | 289.91 |
| 2025-03-31 | $3.4M | 14k | 245.31 |
| 2024-12-31 | $3.2M | 13k | 239.71 |
| 2024-09-30 | $2.8M | 13k | 210.86 |
| 2024-06-30 | $2.6M | 13k | 202.27 |
| 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 |
More positions owned by Traphagen Investment Advisors
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