JPMorgan Chase & Co. shares owned by Circle Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 79k | 170.10 |
| 2023-09-30 | $11M | 78k | 145.02 |
| 2023-06-30 | $11M | 75k | 145.44 |
| 2023-03-31 | $9.8M | 75k | 130.31 |
| 2022-12-31 | $12M | 88k | 134.10 |
| 2022-09-30 | $9.4M | 90k | 104.50 |
| 2022-06-30 | $10M | 91k | 112.61 |
| 2022-03-31 | $12M | 89k | 136.32 |
| 2021-12-31 | $14M | 87k | 158.35 |
| 2021-09-30 | $14M | 86k | 163.69 |
| 2021-06-30 | $14M | 88k | 155.54 |
| 2021-03-31 | $13M | 86k | 152.23 |
| 2020-12-31 | $13M | 99k | 127.07 |
| 2020-09-30 | $8.9M | 92k | 96.27 |
| 2020-06-30 | $8.6M | 92k | 94.06 |
| 2020-03-31 | $8.1M | 91k | 89.50 |
| 2019-12-31 | $11M | 82k | 139.40 |
| 2019-09-30 | $9.6M | 82k | 117.69 |
| 2019-06-30 | $6.1M | 54k | 111.79 |
| 2019-03-31 | $7.8M | 77k | 101.23 |
| 2018-12-31 | $5.1M | 53k | 97.62 |
| 2018-09-30 | $5.8M | 52k | 112.84 |
| 2018-06-30 | $5.4M | 52k | 104.20 |
| 2018-03-31 | $5.0M | 46k | 109.97 |
| 2017-12-31 | $4.2M | 39k | 106.94 |
| 2017-09-30 | $3.6M | 38k | 95.51 |
| 2017-06-30 | $3.2M | 35k | 91.40 |
| 2017-03-31 | $3.0M | 34k | 87.86 |
| 2016-12-31 | $2.9M | 34k | 86.29 |