JPMorgan Chase & Co. shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Glassman Wealth Services 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 Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 7.1k | 170.10 |
| 2023-09-30 | $987k | 6.8k | 145.01 |
| 2023-06-30 | $984k | 6.8k | 145.44 |
| 2023-03-31 | $923k | 7.1k | 130.31 |
| 2022-12-31 | $921k | 6.9k | 134.10 |
| 2022-09-30 | $640k | 6.1k | 104.49 |
| 2022-06-30 | $648k | 5.8k | 112.60 |
| 2022-03-31 | $695k | 5.1k | 136.38 |
| 2021-12-31 | $856k | 5.4k | 158.40 |
| 2021-09-30 | $816k | 5.0k | 163.66 |
| 2021-06-30 | $696k | 4.5k | 155.64 |
| 2021-03-31 | $708k | 4.7k | 152.16 |
| 2020-12-31 | $602k | 4.7k | 127.06 |
| 2020-09-30 | $441k | 4.6k | 96.27 |
| 2020-06-30 | $405k | 4.3k | 93.97 |
| 2020-03-31 | $374k | 4.2k | 90.10 |
| 2019-12-31 | $550k | 3.9k | 139.42 |
| 2019-09-30 | $430k | 3.7k | 117.71 |
| 2019-06-30 | $419k | 3.8k | 111.70 |
| 2019-03-31 | $355k | 3.5k | 101.28 |
| 2018-12-31 | $257k | 2.6k | 97.57 |
| 2018-09-30 | $296k | 2.6k | 112.89 |
| 2018-06-30 | $274k | 2.6k | 104.22 |
| 2018-03-31 | $289k | 2.6k | 110.14 |
| 2017-12-31 | $313k | 2.9k | 107.05 |
| 2017-09-30 | $271k | 2.8k | 95.49 |
| 2017-06-30 | $341k | 3.7k | 91.49 |
| 2017-03-31 | $304k | 3.5k | 87.81 |
| 2016-12-31 | $301k | 3.5k | 86.35 |
| 2016-09-30 | $203k | 3.1k | 66.45 |
| 2016-06-30 | $208k | 3.3k | 62.28 |
| 2016-03-31 | $198k | 3.3k | 59.28 |
| 2015-12-31 | $221k | 3.3k | 66.17 |
| 2015-09-30 | $231k | 3.8k | 61.03 |
| 2015-06-30 | $257k | 3.8k | 67.76 |
| 2015-03-31 | $229k | 3.8k | 60.50 |
| 2014-12-31 | $237k | 3.8k | 62.62 |