JPMorgan Chase & Co. shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $50k | 209 | 239.23 |
| 2024-09-30 | $44k | 209 | 210.53 |
| 2024-06-30 | $42k | 209 | 200.96 |
| 2024-03-31 | $42k | 209 | 200.96 |
| 2023-12-31 | $36k | 209 | 172.25 |
| 2023-09-30 | $38k | 264 | 143.94 |
| 2023-06-30 | $51k | 350 | 145.71 |
| 2023-03-31 | $46k | 350 | 131.43 |
| 2022-12-31 | $47k | 350 | 134.29 |
| 2022-09-30 | $47k | 450 | 104.44 |
| 2022-06-30 | $132k | 1.2k | 112.53 |
| 2022-03-31 | $160k | 1.2k | 136.40 |
| 2021-12-31 | $482k | 3.0k | 158.40 |
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