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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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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
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