JPMorgan Chase & Co. shares owned by Fusion Family Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fusion Family Wealth
from 13F filings
Historical chart of Fusion Family Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $213k | 1.3k | 170.10 |
| 2021-03-31 | $152k | 1.0k | 152.00 |
| 2020-12-31 | $127k | 1.0k | 127.00 |
| 2020-09-30 | $96k | 1.0k | 96.00 |
| 2020-06-30 | $122k | 1.3k | 93.85 |
| 2020-03-31 | $117k | 1.3k | 90.00 |
| 2019-12-31 | $181k | 1.3k | 139.23 |
| 2019-09-30 | $153k | 1.3k | 117.69 |
| 2019-06-30 | $952k | 8.5k | 111.80 |
| 2019-03-31 | $142k | 1.4k | 101.28 |
| 2018-12-31 | $827k | 8.5k | 97.58 |
| 2018-09-30 | $974k | 8.6k | 112.81 |
| 2018-06-30 | $883k | 8.5k | 104.15 |
| 2018-03-31 | $925k | 8.4k | 109.95 |
| 2017-12-31 | $941k | 8.8k | 106.94 |
| 2017-09-30 | $105k | 1.1k | 95.45 |
| 2017-06-30 | $696k | 7.6k | 91.43 |
| 2017-03-31 | $670k | 7.6k | 87.83 |