JPMorgan Chase & Co. shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $296k | 1.7k | 170.10 |
| 2023-09-30 | $252k | 1.7k | 145.02 |
| 2023-06-30 | $253k | 1.7k | 145.44 |
| 2023-03-31 | $227k | 1.7k | 130.31 |
| 2022-12-31 | $233k | 1.7k | 134.10 |
| 2022-09-30 | $182k | 1.7k | 104.60 |
| 2022-06-30 | $328k | 2.9k | 112.75 |
| 2022-03-31 | $335k | 2.5k | 136.35 |
| 2021-12-31 | $310k | 2.0k | 158.49 |
| 2021-09-30 | $318k | 1.9k | 163.66 |
| 2021-06-30 | $224k | 1.4k | 155.34 |
| 2021-03-31 | $303k | 2.0k | 152.11 |
| 2020-12-31 | $183k | 1.4k | 127.00 |
| 2020-09-30 | $139k | 1.4k | 96.53 |
| 2020-06-30 | $79k | 840 | 94.05 |
| 2020-03-31 | $85k | 940 | 90.43 |
| 2019-12-31 | $347k | 2.5k | 139.36 |
| 2019-09-30 | $87k | 740 | 117.57 |
| 2019-06-30 | $333k | 3.0k | 111.90 |
| 2019-03-31 | $240k | 2.4k | 101.14 |
| 2018-12-31 | $228k | 2.3k | 97.77 |
| 2018-09-30 | $263k | 2.3k | 112.92 |
| 2018-06-30 | $191k | 1.8k | 104.43 |
| 2018-03-31 | $201k | 1.8k | 109.96 |
| 2017-12-31 | $163k | 1.5k | 106.68 |
| 2017-09-30 | $146k | 1.5k | 95.55 |
| 2017-06-30 | $140k | 1.5k | 91.62 |
| 2017-03-31 | $134k | 1.5k | 87.64 |
| 2016-12-31 | $132k | 1.5k | 86.39 |
| 2016-09-30 | $102k | 1.5k | 66.75 |
| 2016-06-30 | $83k | 1.3k | 62.50 |
| 2016-03-31 | $75k | 1.3k | 59.06 |
| 2015-12-31 | $100k | 1.5k | 66.05 |
| 2015-09-30 | $122k | 2.0k | 60.85 |
| 2015-06-30 | $109k | 1.6k | 67.66 |
| 2015-03-31 | $98k | 1.6k | 60.87 |
| 2014-12-31 | $69k | 1.1k | 62.16 |
| 2014-09-30 | $60k | 1.0k | 60.00 |
| 2014-06-30 | $58k | 1.0k | 58.00 |
| 2014-03-31 | $61k | 1.0k | 61.00 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning