JPMorgan Chase & Co. shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 52k | 200.30 |
| 2023-12-31 | $8.8M | 52k | 170.10 |
| 2023-09-30 | $7.5M | 52k | 145.02 |
| 2023-06-30 | $7.5M | 53k | 143.54 |
| 2023-03-31 | $6.1M | 48k | 128.44 |
| 2022-12-31 | $6.3M | 47k | 134.10 |
| 2022-09-30 | $4.9M | 47k | 104.50 |
| 2022-06-30 | $5.8M | 51k | 113.07 |
| 2022-03-31 | $7.1M | 52k | 136.33 |
| 2021-12-31 | $7.9M | 50k | 158.36 |
| 2021-09-30 | $8.5M | 52k | 163.69 |
| 2021-06-30 | $8.1M | 52k | 155.52 |
| 2021-03-31 | $8.0M | 53k | 152.23 |
| 2020-12-31 | $6.6M | 52k | 127.07 |
| 2020-09-30 | $5.0M | 52k | 96.28 |
| 2020-06-30 | $4.8M | 51k | 94.07 |
| 2020-03-31 | $4.4M | 49k | 90.01 |
| 2019-12-31 | $6.9M | 50k | 139.40 |
| 2019-09-30 | $5.9M | 50k | 117.69 |
| 2019-06-30 | $5.6M | 50k | 111.84 |
| 2019-03-31 | $5.0M | 49k | 101.22 |
| 2018-12-31 | $4.6M | 47k | 97.62 |
| 2018-09-30 | $5.3M | 47k | 112.84 |
| 2018-06-30 | $4.8M | 46k | 104.21 |
| 2018-03-31 | $5.1M | 46k | 109.97 |
| 2017-12-31 | $4.9M | 46k | 106.92 |
| 2017-09-30 | $4.3M | 45k | 95.51 |
| 2017-06-30 | $4.1M | 45k | 91.41 |
| 2017-03-31 | $3.8M | 44k | 87.84 |
| 2016-12-31 | $3.7M | 43k | 86.29 |
| 2016-09-30 | $2.9M | 44k | 66.58 |
| 2016-06-30 | $2.7M | 43k | 62.13 |
| 2016-03-31 | $2.6M | 44k | 59.22 |
| 2015-12-31 | $2.9M | 43k | 66.04 |
| 2015-09-30 | $2.5M | 40k | 60.96 |
| 2015-06-30 | $2.7M | 40k | 67.74 |
| 2015-03-31 | $2.4M | 40k | 60.58 |
| 2014-12-31 | $2.4M | 39k | 62.59 |
| 2014-09-30 | $2.2M | 37k | 60.24 |
| 2014-06-30 | $2.1M | 37k | 57.61 |
| 2014-03-31 | $2.3M | 37k | 60.72 |
| 2013-12-31 | $2.1M | 37k | 58.48 |