JPMorgan Chase & Co. shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Steel Peak Wealth Management 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 77k | 200.30 |
| 2023-12-31 | $13M | 74k | 170.10 |
| 2023-09-30 | $17M | 118k | 145.02 |
| 2023-06-30 | $22M | 154k | 145.44 |
| 2023-03-31 | $19M | 143k | 130.31 |
| 2022-12-31 | $19M | 142k | 134.10 |
| 2022-09-30 | $13M | 128k | 104.50 |
| 2022-06-30 | $14M | 126k | 112.61 |
| 2022-03-31 | $5.9M | 43k | 136.33 |
| 2021-12-31 | $11M | 71k | 158.36 |
| 2021-09-30 | $14M | 86k | 163.70 |
| 2021-06-30 | $12M | 78k | 155.55 |
| 2021-03-31 | $13M | 87k | 152.23 |
| 2020-12-31 | $10M | 82k | 127.07 |
| 2020-09-30 | $7.5M | 78k | 96.27 |
| 2020-06-30 | $7.0M | 74k | 95.00 |
| 2020-03-31 | $7.4M | 83k | 90.03 |
| 2019-12-31 | $9.5M | 68k | 139.39 |
More positions owned by Steel Peak Wealth Management
View all positions for Steel Peak Wealth Management