Landmark Financial Advisors, LLC / JPM
Landmark Financial Advisors, LLC’s Jpmorgan Chase & Co Position
Does Landmark Financial Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 20.6K shares worth $4M (+1.26% of its 13F portfolio) as of Q4 2023, up from 20.4K shares the prior filed quarter.
Position Value
$4M
Q4 2023
Shares
20.6K
% of Portfolio
+1.26%
Quarters Held
21
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 20.6K | $4M | +1.26% |
| Q3 2023 | 20.4K | $3M | +1.20% |
| Q2 2023 | 20.6K | $3M | +1.23% |
| Q1 2023 | 20.8K | $3M | +1.19% |
| Q4 2022 | 21.6K | $3M | +1.34% |
| Q3 2022 | 19.9K | $2M | +1.10% |
| Q2 2022 | 19.6K | $2M | +1.09% |
| Q1 2022 | 19.6K | $2M | +1.19% |
| Q4 2021 | 18.9K | $3M | +1.33% |
| Q3 2021 | 18.9K | $3M | +1.55% |
| Q2 2021 | 19.2K | $3M | +1.43% |
| Q1 2021 | 18.9K | $3M | +1.55% |
| Q4 2020 | 19.1K | $3M | +1.49% |
| Q3 2020 | 19.1K | $2M | +1.20% |
| Q2 2020 | 19.1K | $2M | +1.19% |
| Q1 2020 | 19.1K | $2M | +1.25% |
| Q4 2019 | 20.3K | $3M | +1.62% |
| Q3 2019 | 21.5K | $3M | +1.57% |
| Q2 2019 | 21.5K | $2M | +1.47% |
| Q1 2019 | 21.5K | $2M | +1.43% |
| Q4 2018 | 21.6K | $2M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Landmark Financial Advisors, LLC’s full portfolio or all institutional holders of JPM.