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JPM MID due 8-14-24 15 buff shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of JPM MID due 8-14-24 15 buff shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in JPM MID due 8-14-24 15 buff

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All positions including JPM MID due 8-14-24 15 buff held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPM MID due 8-14-24 15 buff by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 1.7M 1.16
2023-12-31 $1.8M 1.7M 1.06
2023-09-30 $1.6M 1.7M 0.97
2023-06-30 $1.7M 1.7M 0.99
2023-03-31 $1.6M 1.7M 0.95
2022-12-31 $1.5M 1.7M 0.91
2022-09-30 $1.4M 1.7M 0.83
2022-06-30 $1.5M 1.7M 0.85
2022-03-31 $1.7M 1.7M 0.97

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Top funds holding JPM MID due 8-14-24 15 buff

MAI Wealth Advisors

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