JPMorgan Chase & Co. shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $880k | 4.4k | 200.27 |
| 2023-12-31 | $778k | 4.6k | 170.02 |
| 2023-09-30 | $618k | 4.3k | 145.04 |
| 2023-06-30 | $660k | 4.5k | 145.45 |
| 2023-03-31 | $930k | 7.2k | 129.38 |
| 2022-09-30 | $479k | 4.6k | 104.47 |
| 2022-06-30 | $438k | 3.9k | 112.60 |
| 2022-03-31 | $517k | 3.8k | 136.23 |
| 2021-12-31 | $522k | 3.3k | 158.28 |
| 2021-09-30 | $531k | 3.2k | 163.77 |
| 2021-06-30 | $2.8M | 433k | 6.43 |
| 2021-03-31 | $386k | 3.0k | 129.53 |
| 2020-12-31 | $386k | 3.0k | 129.53 |
| 2020-09-30 | $262k | 2.7k | 96.15 |
| 2020-06-30 | $257k | 2.7k | 94.07 |
| 2020-03-31 | $252k | 2.8k | 89.94 |
| 2019-12-31 | $386k | 2.8k | 139.20 |
| 2019-09-30 | $318k | 2.7k | 117.60 |
| 2019-06-30 | $177k | 1.6k | 111.88 |
| 2019-03-31 | $147k | 1.5k | 100.55 |
| 2018-12-31 | $143k | 1.5k | 97.54 |