JPMorgan Chase & Co. shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 5.4k | 200.30 |
| 2023-12-31 | $845k | 5.0k | 170.10 |
| 2023-09-30 | $711k | 4.9k | 145.02 |
| 2023-06-30 | $735k | 5.1k | 145.44 |
| 2023-03-31 | $567k | 4.3k | 130.31 |
| 2022-12-31 | $525k | 3.9k | 134.10 |
| 2022-09-30 | $370k | 3.5k | 104.37 |
| 2022-06-30 | $318k | 2.8k | 112.73 |
| 2022-03-31 | $386k | 2.8k | 136.83 |
| 2021-12-31 | $616k | 3.9k | 158.31 |
| 2021-09-30 | $486k | 3.0k | 163.58 |
| 2021-06-30 | $451k | 2.9k | 155.46 |
| 2021-03-31 | $608k | 4.0k | 152.15 |
| 2020-12-31 | $373k | 2.9k | 127.04 |
| 2020-09-30 | $377k | 3.9k | 96.30 |
| 2020-06-30 | $241k | 2.6k | 94.14 |
| 2020-03-31 | $2.4M | 27k | 90.03 |
| 2019-12-31 | $453k | 3.2k | 139.47 |
| 2019-09-30 | $380k | 3.2k | 117.83 |
| 2019-06-30 | $408k | 3.6k | 111.84 |
| 2019-03-31 | $283k | 2.8k | 101.25 |
| 2018-12-31 | $273k | 2.8k | 97.67 |