JPMorgan Chase & Co. shares owned by Pasadena Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pasadena Private Wealth
from 13F filings
Historical chart of Pasadena Private Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Pasadena Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $674k | 3.4k | 200.33 |
| 2023-12-31 | $572k | 3.4k | 170.10 |
| 2023-09-30 | $486k | 3.4k | 145.02 |
| 2023-06-30 | $509k | 3.5k | 145.43 |
| 2023-03-31 | $451k | 3.5k | 130.32 |
| 2022-12-31 | $463k | 3.5k | 134.09 |
| 2022-09-30 | $378k | 3.6k | 104.42 |
| 2022-06-30 | $378k | 3.4k | 112.60 |
| 2022-03-31 | $469k | 3.4k | 136.30 |
| 2021-12-31 | $1.2M | 7.6k | 158.38 |
| 2021-09-30 | $1.1M | 6.7k | 163.67 |
| 2021-06-30 | $1.0M | 6.6k | 155.47 |
| 2021-03-31 | $987k | 6.5k | 152.29 |
| 2020-12-31 | $1.1M | 8.5k | 127.11 |
| 2020-09-30 | $673k | 7.0k | 96.20 |
| 2020-06-30 | $638k | 6.8k | 94.04 |
| 2020-03-31 | $578k | 6.1k | 94.28 |
| 2019-12-31 | $606k | 4.3k | 139.34 |
| 2019-09-30 | $512k | 4.3k | 117.78 |
| 2019-06-30 | $486k | 4.3k | 111.85 |
| 2019-03-31 | $440k | 4.3k | 101.31 |