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JPMorgan Chase & Co. shares owned by KFA Private Wealth Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by KFA Private Wealth Group from 13F filings

Historical chart of KFA Private Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $498k 2.5k 200.33
2023-12-31 $414k 2.4k 170.11
2023-09-30 $276k 1.9k 145.03
2023-06-30 $262k 1.8k 145.48
2023-03-31 $238k 1.8k 130.31
2022-12-31 $244k 1.8k 134.08
2022-06-30 $203k 1.8k 112.59
2022-03-31 $254k 1.9k 136.34
2021-12-31 $259k 1.6k 158.31
2021-09-30 $275k 1.7k 163.50
2021-06-30 $294k 1.9k 155.47
2021-03-31 $266k 1.7k 152.09
2019-12-31 $202k 1.5k 139.12