JPMorgan Chase & Co. shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 10k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $2.0M | 15k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.12 |
| 2022-09-30 | $1.3M | 13k | 104.48 |
| 2022-06-30 | $1.1M | 9.6k | 112.60 |
| 2022-03-31 | $1.1M | 8.1k | 136.26 |
| 2021-12-31 | $756k | 4.8k | 158.36 |
| 2021-09-30 | $677k | 4.1k | 163.80 |
| 2021-06-30 | $641k | 4.1k | 155.58 |
| 2021-03-31 | $698k | 4.6k | 152.20 |
| 2020-12-31 | $581k | 4.6k | 127.16 |
| 2020-09-30 | $368k | 3.8k | 96.34 |
| 2020-06-30 | $289k | 3.1k | 94.17 |
| 2020-03-31 | $290k | 3.2k | 89.89 |
| 2019-12-31 | $500k | 3.6k | 139.28 |
| 2019-09-30 | $413k | 3.5k | 117.63 |
| 2019-06-30 | $393k | 3.5k | 111.87 |
| 2019-03-31 | $280k | 2.8k | 101.27 |
| 2018-12-31 | $655k | 6.7k | 97.56 |
| 2018-06-30 | $274k | 2.6k | 104.38 |
| 2018-03-31 | $298k | 2.7k | 109.84 |
| 2017-12-31 | $281k | 2.6k | 107.13 |
| 2017-09-30 | $250k | 2.6k | 95.57 |
| 2011-06-30 | $186k | 4.4k | 42.33 |
| 2011-03-31 | $203k | 4.4k | 46.05 |
| 2010-12-31 | $186k | 4.4k | 42.33 |