JPMorgan Chase & Co. shares owned by REDW Stanley Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by REDW Stanley Financial Advisors
from 13F filings
Historical chart of REDW Stanley Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by REDW Stanley Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 6.8k | 200.30 |
| 2023-12-31 | $1.2M | 6.8k | 170.10 |
| 2023-09-30 | $1.1M | 7.5k | 145.01 |
| 2023-06-30 | $1.1M | 7.5k | 145.43 |
| 2023-03-31 | $933k | 7.2k | 130.32 |
| 2022-12-31 | $894k | 6.7k | 134.10 |
| 2022-09-30 | $688k | 6.6k | 104.46 |
| 2022-06-30 | $771k | 6.8k | 112.67 |
| 2022-03-31 | $919k | 6.7k | 136.35 |
| 2021-12-31 | $1.2M | 7.3k | 158.30 |
| 2021-09-30 | $1.1M | 6.6k | 163.77 |
| 2021-06-30 | $1.0M | 6.7k | 155.51 |
| 2021-03-31 | $990k | 6.5k | 152.21 |
| 2020-12-31 | $826k | 6.5k | 127.04 |
| 2020-09-30 | $626k | 6.5k | 96.34 |
| 2020-06-30 | $609k | 6.5k | 94.10 |
| 2020-03-31 | $575k | 6.4k | 89.96 |
| 2019-12-31 | $866k | 6.2k | 139.43 |
| 2019-09-30 | $770k | 6.5k | 117.65 |
| 2019-06-30 | $731k | 6.5k | 111.74 |
| 2019-03-31 | $662k | 6.5k | 101.24 |
| 2018-12-31 | $655k | 6.7k | 97.56 |
| 2018-09-30 | $757k | 6.7k | 112.80 |
| 2018-06-30 | $738k | 7.1k | 104.22 |
| 2018-03-31 | $742k | 6.7k | 109.94 |
| 2017-12-31 | $780k | 7.3k | 106.97 |
| 2017-09-30 | $696k | 7.3k | 95.45 |
| 2017-06-30 | $644k | 7.0k | 91.45 |
| 2017-03-31 | $608k | 6.9k | 87.84 |
| 2016-12-31 | $597k | 6.9k | 86.23 |
More positions owned by REDW Stanley Financial Advisors
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