JPMorgan Chase & Co. shares owned by Lutz Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Lutz Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $312k | 1.6k | 200.30 |
2023-12-31 | $269k | 1.6k | 170.10 |
2023-09-30 | $223k | 1.5k | 145.02 |
2023-06-30 | $218k | 1.5k | 145.44 |
2023-03-31 | $209k | 1.6k | 130.31 |
2022-12-31 | $202k | 1.5k | 134.10 |