JPMorgan Chase & Co. shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Private Wealth Advisors 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 Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 5.5k | 200.32 |
| 2023-12-31 | $944k | 5.5k | 170.11 |
| 2023-09-30 | $868k | 6.0k | 145.03 |
| 2023-06-30 | $887k | 6.1k | 145.45 |
| 2023-03-31 | $798k | 6.1k | 130.32 |
| 2022-12-31 | $838k | 6.2k | 134.09 |
| 2022-09-30 | $667k | 6.4k | 104.53 |
| 2022-06-30 | $767k | 6.4k | 120.09 |
| 2022-03-31 | $868k | 6.4k | 136.29 |
| 2021-12-31 | $1.0M | 6.3k | 158.39 |
| 2021-09-30 | $1.0M | 6.3k | 161.86 |
| 2021-06-30 | $1.0M | 6.5k | 155.54 |
| 2021-03-31 | $979k | 6.4k | 152.16 |
| 2020-12-31 | $887k | 6.3k | 140.30 |
| 2020-09-30 | $606k | 6.3k | 96.34 |
| 2020-06-30 | $578k | 6.1k | 94.04 |
| 2020-03-31 | $574k | 6.4k | 90.00 |
| 2019-12-31 | $803k | 8.2k | 97.63 |
| 2019-09-30 | $930k | 7.9k | 117.75 |
| 2019-06-30 | $809k | 8.0k | 101.28 |
| 2019-03-31 | $809k | 8.0k | 101.28 |
| 2018-12-31 | $803k | 8.2k | 97.63 |