JPMorgan Chase & Co. shares owned by Roberts Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Roberts Capital Advisors
from 13F filings
Historical chart of Roberts Capital Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Roberts Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Roberts Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 5.7k | 200.30 |
2022-09-30 | $635k | 6.1k | 104.46 |
2022-06-30 | $685k | 6.1k | 112.68 |
2022-03-31 | $829k | 6.1k | 136.37 |
2021-12-31 | $963k | 6.1k | 158.41 |