JPMorgan Chase & Co. shares owned by Ridgecrest Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ridgecrest Wealth Partners
from 13F filings
Historical chart of Ridgecrest Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ridgecrest Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 9.0k | 200.30 |
| 2023-12-31 | $1.6M | 9.4k | 170.10 |
| 2023-09-30 | $1.4M | 9.4k | 145.02 |
| 2023-06-30 | $1.4M | 9.4k | 145.44 |
| 2023-03-31 | $1.2M | 9.5k | 130.31 |
| 2022-12-31 | $1.3M | 9.5k | 134.10 |
| 2022-09-30 | $987k | 9.4k | 104.51 |
| 2022-06-30 | $1.1M | 9.3k | 112.60 |
| 2022-03-31 | $1.2M | 9.0k | 136.33 |
| 2021-12-31 | $1.4M | 9.0k | 158.35 |
| 2021-09-30 | $1.5M | 9.0k | 163.66 |
| 2021-06-30 | $1.2M | 7.6k | 155.52 |
| 2021-03-31 | $1.4M | 8.9k | 152.23 |
More positions owned by Ridgecrest Wealth Partners
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