JPMorgan Chase & Co. shares owned by United Advisor Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 21k | 315.43 |
| 2025-06-30 | $5.2M | 18k | 289.91 |
| 2025-03-31 | $4.1M | 17k | 245.30 |
| 2024-12-31 | $4.4M | 19k | 239.71 |
| 2024-09-30 | $3.9M | 18k | 210.86 |
| 2024-06-30 | $2.9M | 14k | 202.26 |
| 2024-03-31 | $2.6M | 13k | 200.30 |