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JPMorgan Chase & Co. shares owned by BCS Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BCS Wealth Management from 13F filings

Historical chart of BCS Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by BCS Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $329k 1.9k 170.11
2023-09-30 $292k 2.0k 145.13
2023-06-30 $228k 1.6k 145.32
2022-06-30 $353k 3.1k 112.53
2021-12-31 $1.0M 6.3k 158.30
2021-09-30 $292k 1.8k 163.68
2021-06-30 $274k 1.8k 155.59
2021-03-31 $259k 1.7k 152.26
2020-12-31 $209k 1.6k 127.13
2019-12-31 $253k 1.8k 139.47