JPMorgan Chase & Co. shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 7.3k | 170.09 |
| 2023-09-30 | $1.0M | 7.2k | 145.01 |
| 2023-06-30 | $995k | 7.2k | 137.45 |
| 2023-03-31 | $944k | 7.2k | 130.30 |
| 2022-12-31 | $880k | 6.6k | 134.09 |
| 2022-09-30 | $686k | 6.6k | 104.48 |
| 2022-06-30 | $739k | 6.6k | 112.55 |
| 2022-03-31 | $895k | 6.6k | 136.31 |
| 2021-12-31 | $1.1M | 7.1k | 158.34 |
| 2021-09-30 | $1.2M | 7.2k | 163.70 |
| 2021-06-30 | $1.2M | 7.4k | 155.49 |
| 2021-03-31 | $1.1M | 7.4k | 152.16 |
| 2020-12-31 | $949k | 7.5k | 127.11 |
| 2020-09-30 | $804k | 8.4k | 96.25 |
| 2020-06-30 | $786k | 8.4k | 94.10 |
| 2020-03-31 | $692k | 7.7k | 90.02 |
| 2019-12-31 | $1.1M | 8.2k | 139.37 |
| 2019-09-30 | $982k | 8.3k | 117.63 |
| 2019-06-30 | $953k | 8.5k | 111.82 |
| 2019-03-31 | $949k | 9.4k | 101.25 |
| 2018-12-31 | $934k | 9.6k | 97.57 |
| 2018-09-30 | $1.2M | 10k | 112.88 |
| 2018-06-30 | $1.1M | 10k | 104.23 |
| 2018-03-31 | $1.1M | 9.6k | 109.92 |
| 2017-12-31 | $1.1M | 9.8k | 106.94 |
| 2017-09-30 | $939k | 9.8k | 95.49 |
| 2017-03-31 | $870k | 9.9k | 87.88 |
| 2016-12-31 | $828k | 9.6k | 86.26 |
| 2016-09-30 | $641k | 9.6k | 66.55 |
| 2016-06-30 | $589k | 9.5k | 62.12 |
| 2016-03-31 | $603k | 10k | 59.23 |
| 2015-12-31 | $580k | 8.8k | 66.05 |
| 2015-09-30 | $499k | 8.2k | 60.99 |
| 2015-06-30 | $541k | 8.0k | 67.79 |
| 2015-03-31 | $467k | 7.7k | 60.61 |
| 2014-12-31 | $482k | 7.7k | 62.56 |
More positions owned by AllSquare Wealth Management
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