JPMorgan Chase & Co. shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $800k | 4.7k | 170.12 |
| 2023-09-30 | $671k | 4.6k | 145.03 |
| 2023-06-30 | $684k | 4.7k | 145.45 |
| 2023-03-31 | $604k | 4.6k | 130.29 |
| 2022-12-31 | $600k | 4.5k | 134.10 |
| 2022-09-30 | $444k | 4.2k | 104.62 |
| 2022-06-30 | $455k | 4.0k | 112.54 |
| 2022-03-31 | $551k | 4.0k | 136.22 |
| 2021-12-31 | $640k | 4.0k | 158.38 |
| 2021-09-30 | $661k | 4.0k | 163.57 |
| 2021-06-30 | $607k | 3.9k | 155.64 |
| 2021-03-31 | $495k | 3.3k | 152.31 |
| 2020-12-31 | $413k | 3.3k | 127.08 |
| 2020-09-30 | $313k | 3.3k | 96.31 |
| 2020-06-30 | $306k | 3.3k | 94.15 |
| 2019-12-31 | $252k | 1.8k | 139.53 |