Clear Perspective Advisors »

JPMorgan Chase & Co. shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.6M 10k 158.38
2021-09-30 $1.7M 10k 163.68
2021-06-30 $1.6M 10k 155.50
2021-03-31 $1.6M 11k 152.21
2020-12-31 $1.3M 10k 127.02
2020-09-30 $779k 11k 74.45
2020-06-30 $1.1M 11k 94.09
2020-03-31 $971k 11k 90.05
2019-12-31 $1.8M 13k 139.41
2019-09-30 $1.5M 12k 117.67
2019-06-30 $1.4M 12k 111.80
2019-03-31 $1.8M 16k 110.96
2018-12-31 $883k 9.0k 97.63
2018-09-30 $907k 8.0k 112.84
2018-06-30 $809k 7.8k 104.15
2018-03-31 $706k 6.4k 110.00
2017-12-31 $378k 3.5k 106.87
2017-09-30 $328k 3.4k 95.43
2017-06-30 $314k 3.4k 91.36
2017-03-31 $284k 3.2k 87.74
2016-12-31 $314k 3.6k 86.33