JPMorgan Chase & Co. shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.2M | 31k | 200.30 |
| 2023-12-31 | $6.3M | 37k | 170.10 |
| 2023-09-30 | $5.6M | 38k | 145.02 |
| 2023-06-30 | $5.6M | 38k | 145.44 |
| 2023-03-31 | $5.0M | 38k | 130.31 |
| 2022-12-31 | $5.2M | 39k | 134.10 |
| 2022-09-30 | $3.9M | 37k | 104.47 |
| 2022-06-30 | $3.8M | 34k | 112.60 |
| 2022-03-31 | $4.1M | 33k | 127.09 |
| 2021-12-31 | $4.9M | 31k | 158.34 |
| 2021-09-30 | $4.9M | 30k | 163.68 |
| 2021-06-30 | $4.7M | 30k | 155.52 |
| 2021-03-31 | $4.9M | 32k | 152.24 |
| 2020-12-31 | $3.8M | 30k | 127.04 |
| 2020-09-30 | $3.0M | 31k | 96.25 |
| 2020-06-30 | $2.9M | 30k | 94.04 |
| 2020-03-31 | $3.1M | 35k | 90.02 |
| 2019-12-31 | $3.7M | 26k | 139.37 |
| 2019-09-30 | $3.0M | 25k | 117.69 |
| 2019-06-30 | $2.5M | 22k | 111.78 |
| 2019-03-31 | $2.1M | 21k | 101.23 |
| 2018-12-31 | $2.2M | 23k | 97.62 |
| 2018-09-30 | $2.4M | 22k | 112.84 |
| 2018-06-30 | $2.2M | 21k | 104.16 |
| 2018-03-31 | $2.0M | 18k | 109.97 |
| 2017-12-31 | $2.0M | 18k | 106.92 |
| 2017-09-30 | $1.2M | 12k | 95.51 |
| 2017-06-30 | $1.1M | 12k | 91.33 |
| 2017-03-31 | $959k | 11k | 86.15 |
| 2016-12-31 | $1.0M | 12k | 84.94 |
| 2016-09-30 | $734k | 11k | 67.70 |
| 2016-06-30 | $801k | 13k | 62.12 |
| 2016-03-31 | $791k | 13k | 59.26 |
More positions owned by TRUE Private Wealth Advisors
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