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JPMorgan Chase & Co. shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $79k 703 112.38
2022-03-31 $96k 702 136.75
2021-12-31 $111k 701 158.35
2021-09-30 $115k 701 164.05
2021-06-30 $109k 700 155.71
2020-03-31 $108k 1.2k 90.00
2019-12-31 $419k 3.0k 139.34
2019-06-30 $351k 3.1k 111.93
2019-03-31 $351k 3.1k 111.93
2018-12-31 $522k 5.3k 97.70