JPMorgan Chase & Co. shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 11k | 200.29 |
| 2023-12-31 | $1.9M | 11k | 170.11 |
| 2023-09-30 | $1.7M | 12k | 145.01 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.5M | 12k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 134.07 |
| 2022-09-30 | $1.3M | 13k | 104.47 |
| 2022-06-30 | $1.4M | 12k | 112.61 |
| 2022-03-31 | $1.7M | 12k | 136.29 |
| 2021-12-31 | $1.9M | 12k | 158.38 |
| 2021-09-30 | $1.7M | 11k | 163.73 |
| 2021-06-30 | $1.8M | 12k | 155.52 |
| 2021-03-31 | $1.7M | 11k | 152.21 |
| 2020-12-31 | $1.6M | 13k | 127.11 |
| 2020-09-30 | $1.1M | 12k | 96.25 |
| 2020-06-30 | $1.1M | 12k | 94.06 |
| 2020-03-31 | $1.0M | 11k | 90.00 |
| 2019-12-31 | $1.6M | 11k | 139.37 |
| 2019-09-30 | $1.1M | 9.6k | 117.68 |
| 2019-06-30 | $1.1M | 9.5k | 111.84 |
| 2019-03-31 | $818k | 8.1k | 101.18 |
| 2018-12-31 | $765k | 7.8k | 97.58 |
| 2018-09-30 | $885k | 7.8k | 112.90 |
| 2018-06-30 | $817k | 7.8k | 104.25 |
| 2018-03-31 | $862k | 7.8k | 109.99 |
| 2017-12-31 | $982k | 9.2k | 106.96 |
| 2017-09-30 | $848k | 8.9k | 95.47 |
| 2017-06-30 | $810k | 8.9k | 91.45 |
| 2017-03-31 | $429k | 4.9k | 87.75 |
| 2016-12-31 | $420k | 4.9k | 86.37 |
| 2016-09-30 | $4.8k | 322 | 15.01 |
| 2016-06-30 | $319k | 5.1k | 62.16 |
| 2016-03-31 | $305k | 5.2k | 59.18 |
| 2015-12-31 | $359k | 5.4k | 66.08 |
| 2014-12-31 | $313k | 5.0k | 62.60 |
| 2014-09-30 | $311k | 5.2k | 60.32 |
| 2013-12-31 | $306k | 5.2k | 58.45 |
| 2013-09-30 | $273k | 5.3k | 51.70 |
| 2013-06-30 | $279k | 5.3k | 52.84 |