JPMorgan Chase & Co. shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 12k | 200.30 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.6M | 12k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 134.07 |
| 2022-09-30 | $1.3M | 12k | 104.49 |
| 2022-06-30 | $1.3M | 12k | 112.58 |
| 2022-03-31 | $1.6M | 12k | 136.29 |
| 2021-12-31 | $1.9M | 12k | 158.34 |
| 2021-09-30 | $1.9M | 12k | 163.69 |
| 2021-06-30 | $1.8M | 12k | 155.58 |
| 2021-03-31 | $1.7M | 11k | 152.20 |
| 2020-12-31 | $1.4M | 11k | 127.05 |
| 2020-09-30 | $1.1M | 12k | 96.26 |
| 2020-06-30 | $1.1M | 12k | 94.03 |
| 2020-03-31 | $1.0M | 11k | 88.42 |
| 2019-12-31 | $1.5M | 11k | 135.97 |
| 2019-09-30 | $1.5M | 11k | 128.51 |
| 2019-06-30 | $1.5M | 13k | 109.91 |
| 2019-03-31 | $1.9M | 17k | 109.84 |
| 2018-12-31 | $1.8M | 18k | 100.15 |
| 2018-09-30 | $2.0M | 18k | 108.57 |
| 2018-06-30 | $1.9M | 18k | 105.09 |
| 2018-03-31 | $2.0M | 18k | 110.08 |
| 2017-12-31 | $2.0M | 18k | 108.16 |