JPMorgan Chase & Co. shares owned by JGP Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by JGP 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 JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 93k | 200.30 |
| 2023-12-31 | $18M | 106k | 170.10 |
| 2023-09-30 | $15M | 105k | 145.02 |
| 2023-06-30 | $15M | 102k | 145.44 |
| 2023-03-31 | $13M | 101k | 130.31 |
| 2022-12-31 | $9.7M | 73k | 134.10 |
| 2022-09-30 | $7.6M | 72k | 105.98 |
| 2022-06-30 | $7.7M | 69k | 111.89 |
| 2022-03-31 | $8.7M | 65k | 133.50 |
| 2021-12-31 | $11M | 65k | 163.78 |
| 2021-09-30 | $10M | 63k | 163.69 |
| 2021-06-30 | $9.7M | 63k | 155.53 |
| 2021-03-31 | $10M | 67k | 152.23 |
| 2020-12-31 | $9.2M | 67k | 138.26 |
| 2020-09-30 | $6.5M | 65k | 99.74 |
| 2020-06-30 | $5.9M | 63k | 93.30 |
| 2020-03-31 | $5.8M | 62k | 94.29 |
| 2019-12-31 | $8.5M | 62k | 138.23 |
| 2019-09-30 | $6.5M | 58k | 113.26 |
| 2019-06-30 | $6.4M | 57k | 111.80 |
| 2019-03-31 | $5.7M | 56k | 101.23 |
| 2018-12-31 | $5.0M | 51k | 97.62 |
| 2018-09-30 | $5.6M | 49k | 112.88 |
| 2018-06-30 | $5.1M | 49k | 104.20 |