JPMorgan Chase & Co. shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 8.4k | 200.30 |
| 2023-12-31 | $1.4M | 8.4k | 170.10 |
| 2023-09-30 | $1.2M | 8.1k | 145.02 |
| 2023-06-30 | $1.2M | 8.1k | 145.45 |
| 2023-03-31 | $983k | 7.5k | 130.32 |
| 2022-12-31 | $1.0M | 7.5k | 134.11 |
| 2022-09-30 | $769k | 7.4k | 104.54 |
| 2022-06-30 | $789k | 7.0k | 112.65 |
| 2022-03-31 | $856k | 6.3k | 136.26 |
| 2021-12-31 | $988k | 6.2k | 158.31 |
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