JPMorgan Chase & Co. shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $203k | 1.0k | 200.30 |
| 2023-12-31 | $175k | 1.0k | 170.10 |
| 2023-09-30 | $145k | 997 | 145.02 |
| 2023-06-30 | $145k | 997 | 145.44 |
| 2023-03-31 | $156k | 1.2k | 130.31 |
| 2022-12-31 | $134k | 997 | 134.10 |
| 2022-09-30 | $114k | 1.1k | 104.40 |
| 2022-06-30 | $100k | 887 | 112.74 |
| 2022-03-31 | $137k | 1.0k | 136.32 |
| 2021-12-31 | $145k | 913 | 158.82 |
| 2021-09-30 | $146k | 887 | 164.60 |
| 2021-06-30 | $138k | 887 | 155.58 |
| 2021-03-31 | $133k | 870 | 152.87 |
| 2020-12-31 | $122k | 960 | 127.08 |
| 2020-09-30 | $93k | 960 | 96.88 |
| 2020-06-30 | $92k | 973 | 94.55 |
| 2020-03-31 | $90k | 991 | 90.82 |
| 2019-12-31 | $161k | 1.2k | 139.88 |