JPMorgan Chase & Co. shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 7.3k | 200.30 |
| 2023-12-31 | $1.2M | 7.1k | 170.10 |
| 2023-09-30 | $1.0M | 7.1k | 145.02 |
| 2023-06-30 | $1.0M | 7.1k | 145.44 |
| 2023-03-31 | $813k | 6.2k | 130.31 |
| 2022-12-31 | $812k | 6.1k | 134.10 |
| 2022-09-30 | $633k | 6.1k | 104.50 |
| 2022-06-30 | $775k | 6.9k | 112.61 |
| 2022-03-31 | $970k | 7.1k | 136.32 |
| 2021-12-31 | $1.2M | 7.3k | 158.35 |
| 2021-09-30 | $1.2M | 7.3k | 163.69 |
| 2021-06-30 | $1.1M | 7.3k | 155.54 |
| 2021-03-31 | $1.1M | 7.2k | 152.23 |
| 2020-12-31 | $853k | 6.7k | 127.07 |
| 2020-06-30 | $192k | 2.0k | 94.06 |
| 2020-03-31 | $552k | 6.1k | 90.03 |
| 2019-12-31 | $699k | 5.0k | 139.40 |
| 2019-09-30 | $596k | 5.1k | 117.69 |
| 2019-06-30 | $616k | 5.5k | 111.80 |
| 2019-03-31 | $517k | 5.1k | 101.23 |
| 2018-12-31 | $620k | 6.3k | 97.62 |
| 2018-09-30 | $839k | 7.3k | 115.04 |
| 2018-06-30 | $806k | 7.3k | 110.50 |
| 2018-03-31 | $898k | 8.2k | 109.97 |