JPMorgan Chase & Co. shares owned by Advisory Research
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Advisory Research
from 13F filings
Historical chart of Advisory Research investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Advisory Research 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 Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.0M | 14k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $1.6M | 13k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.5M | 14k | 104.52 |
| 2022-06-30 | $1.6M | 14k | 112.59 |
| 2022-03-31 | $1.5M | 11k | 136.33 |
| 2021-12-31 | $2.2M | 14k | 158.31 |
| 2021-09-30 | $20M | 123k | 163.69 |
| 2021-06-30 | $25M | 163k | 155.54 |
| 2021-03-31 | $32M | 212k | 152.23 |
| 2020-12-31 | $28M | 217k | 127.07 |
| 2020-09-30 | $18M | 187k | 96.27 |
| 2020-06-30 | $20M | 209k | 94.06 |
| 2020-03-31 | $19M | 208k | 90.03 |
| 2019-12-31 | $31M | 220k | 139.40 |
| 2019-09-30 | $43M | 366k | 117.69 |
| 2019-06-30 | $42M | 378k | 111.80 |
| 2019-03-31 | $38M | 380k | 101.23 |
| 2018-12-31 | $38M | 385k | 97.62 |
| 2018-09-30 | $44M | 388k | 112.84 |
| 2018-06-30 | $43M | 411k | 104.20 |
| 2018-03-31 | $46M | 415k | 109.97 |
| 2017-12-31 | $63M | 585k | 106.94 |
| 2017-09-30 | $55M | 575k | 95.51 |
| 2017-06-30 | $17M | 192k | 87.84 |
| 2017-03-31 | $17M | 192k | 87.84 |
| 2016-12-31 | $3.9M | 45k | 86.29 |
| 2016-09-30 | $3.5M | 53k | 66.59 |
| 2016-06-30 | $3.3M | 54k | 62.15 |
| 2016-03-31 | $6.0M | 102k | 59.22 |
| 2015-12-31 | $19M | 294k | 66.03 |
| 2015-09-30 | $19M | 305k | 60.97 |
| 2015-06-30 | $7.0M | 539k | 13.00 |
| 2015-03-31 | $24M | 390k | 60.58 |
| 2014-12-31 | $26M | 416k | 62.58 |
| 2014-09-30 | $27M | 454k | 60.24 |
| 2014-06-30 | $27M | 469k | 57.62 |
| 2014-03-31 | $29M | 476k | 60.71 |
| 2013-12-31 | $30M | 504k | 58.48 |
| 2013-09-30 | $27M | 517k | 51.69 |
| 2013-06-30 | $31M | 593k | 52.79 |