JPMorgan Chase & Co. shares owned by Trust Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trust Investment Advisors
from 13F filings
Historical chart of Trust Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 9.7k | 315.42 |
| 2025-06-30 | $2.8M | 9.6k | 289.91 |
| 2025-03-31 | $2.6M | 11k | 245.31 |
| 2024-12-31 | $2.5M | 10k | 239.70 |
| 2024-09-30 | $2.1M | 9.9k | 210.86 |
| 2024-06-30 | $2.1M | 11k | 202.26 |
| 2024-03-31 | $2.1M | 11k | 200.31 |
| 2023-12-31 | $1.8M | 11k | 170.10 |
| 2023-09-30 | $1.5M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.32 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.1M | 11k | 104.53 |
| 2022-06-30 | $1.2M | 10k | 112.58 |
| 2022-03-31 | $1.4M | 10k | 136.34 |
| 2021-12-31 | $1.6M | 10k | 158.30 |
| 2021-09-30 | $1.6M | 9.5k | 163.71 |
| 2021-06-30 | $1.5M | 9.6k | 155.51 |
| 2021-03-31 | $1.4M | 9.4k | 152.21 |
| 2020-12-31 | $1.2M | 9.6k | 127.04 |
| 2020-09-30 | $917k | 9.5k | 96.26 |
| 2020-06-30 | $901k | 9.6k | 94.03 |
| 2014-12-31 | $367k | 5.9k | 62.57 |
| 2014-09-30 | $420k | 7.0k | 60.30 |
| 2014-06-30 | $419k | 7.3k | 57.67 |
| 2014-03-31 | $584k | 9.6k | 60.74 |
| 2013-12-31 | $594k | 10k | 58.44 |