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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Valeo Financial Advisors 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 Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |