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JPMorgan Chase & Co. shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 171k 180.82
2024-06-30 $30M 173k 173.67
2024-03-31 $30M 175k 172.41
2023-12-31 $27M 185k 147.65
2023-09-30 $22M 174k 124.68
2023-06-30 $22M 173k 124.95
2023-03-31 $19M 168k 111.43
2022-12-31 $17M 151k 112.51
2022-09-30 $13M 149k 87.44
2022-06-30 $13M 143k 93.46
2022-03-31 $17M 147k 113.12
2021-12-31 $17M 129k 127.88
2021-09-30 $17M 129k 132.31
2021-06-30 $15M 121k 124.02
2021-03-31 $15M 121k 121.57
2020-12-31 $12M 140k 87.20
2020-09-30 $8.1M 84k 96.27
2020-06-30 $9.0M 96k 94.06
2020-03-31 $8.7M 85k 102.13
2019-12-31 $12M 83k 139.40
2019-09-30 $9.5M 81k 117.69
2019-06-30 $9.3M 84k 111.80
2019-03-31 $8.5M 84k 101.23
2018-12-31 $9.2M 94k 97.62
2018-09-30 $10M 92k 108.88
2018-06-30 $10M 90k 114.02
2018-03-31 $10M 94k 109.96
2017-12-31 $10M 98k 106.94
2017-09-30 $8.9M 93k 95.51