JPMorgan Chase & Co. shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.2M | 8.5k | 145.02 |
| 2023-06-30 | $1.2M | 8.4k | 145.45 |
| 2023-03-31 | $1.1M | 8.5k | 130.30 |
| 2022-12-31 | $1.1M | 8.5k | 134.10 |
| 2022-09-30 | $890k | 8.5k | 104.45 |
| 2022-06-30 | $977k | 8.7k | 112.62 |
| 2022-03-31 | $1.2M | 8.6k | 136.32 |
| 2021-12-31 | $1.5M | 9.5k | 158.34 |