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JPMorgan Chase & Co. shares owned by Athena Capital Advisors

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

Historical chart of Athena Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $1.2M 13k 94.07
2020-03-31 $2.7M 30k 90.02
2019-12-31 $2.0M 14k 139.39
2019-09-30 $1.3M 11k 117.73
2019-06-30 $1.4M 13k 111.81
2019-03-31 $245k 2.2k 109.87
2018-12-31 $291k 3.0k 97.52
2018-09-30 $294k 2.6k 112.90
2018-06-30 $232k 2.2k 104.04
2018-03-31 $245k 2.2k 109.87
2017-12-31 $259k 2.4k 106.98
2017-06-30 $233k 2.5k 91.41
2017-03-31 $207k 2.4k 87.75
2014-03-31 $310k 5.1k 60.71