JPMorgan Chase & Co. shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 6.9k | 180.80 |
| 2023-12-31 | $1.2M | 7.2k | 167.42 |
| 2023-09-30 | $1.1M | 7.4k | 145.29 |
| 2023-06-30 | $1.1M | 7.4k | 145.44 |
| 2023-03-31 | $888k | 6.3k | 141.20 |
| 2022-12-31 | $982k | 6.9k | 142.57 |
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