JPMorgan Chase & Co. shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.43 |
| 2025-06-30 | $3.1M | 11k | 289.91 |
| 2025-03-31 | $1.8M | 7.4k | 245.30 |
| 2024-12-31 | $1.5M | 6.4k | 240.00 |
| 2024-09-30 | $1.5M | 7.2k | 210.86 |
| 2024-06-30 | $2.7M | 13k | 202.26 |
| 2024-03-31 | $2.6M | 13k | 200.30 |
| 2023-12-31 | $3.9M | 23k | 170.10 |
| 2023-09-30 | $3.6M | 25k | 145.02 |
| 2023-06-30 | $3.3M | 23k | 145.44 |
| 2023-03-31 | $2.6M | 20k | 134.12 |
| 2022-12-31 | $2.4M | 17k | 142.57 |
| 2022-09-30 | $276k | 2.6k | 104.62 |
| 2022-06-30 | $216k | 1.8k | 120.33 |
| 2022-03-31 | $734k | 6.2k | 118.04 |
| 2021-12-31 | $1.2M | 7.6k | 152.57 |
| 2021-09-30 | $1.2M | 7.3k | 168.07 |
| 2021-06-30 | $1.4M | 8.9k | 155.55 |
| 2021-03-31 | $1.8M | 12k | 152.25 |
| 2020-12-31 | $1.5M | 12k | 127.07 |
| 2020-06-30 | $207k | 2.1k | 98.48 |
| 2020-03-31 | $515k | 5.7k | 90.05 |
| 2019-12-31 | $955k | 6.9k | 139.40 |
| 2019-09-30 | $1.1M | 9.2k | 114.60 |
| 2019-06-30 | $3.8M | 34k | 111.81 |
| 2019-03-31 | $3.3M | 32k | 101.24 |
| 2018-12-31 | $694k | 7.1k | 97.55 |
More positions owned by VisionPoint Advisory Group
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