JPMorgan Chase & Co. shares owned by Wall Street Access Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wall Street Access Asset Management
from 13F filings
Historical chart of Wall Street Access Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Wall Street Access Asset 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 Wall Street Access Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 6.7k | 170.10 |
| 2023-09-30 | $971k | 6.7k | 145.02 |
| 2023-06-30 | $391k | 7.1k | 55.29 |
| 2023-03-31 | $921k | 7.1k | 130.31 |
| 2022-12-31 | $947k | 7.1k | 134.11 |
| 2022-09-30 | $737k | 7.1k | 104.48 |
| 2022-06-30 | $822k | 7.3k | 112.60 |
| 2022-03-31 | $935k | 6.9k | 136.14 |
| 2021-12-31 | $1.1M | 6.9k | 158.17 |
| 2021-09-30 | $1.3M | 7.7k | 163.65 |
| 2021-06-30 | $1.0M | 6.6k | 155.47 |
| 2021-03-31 | $1.0M | 6.6k | 152.09 |
| 2020-12-31 | $835k | 6.6k | 127.02 |
| 2020-09-30 | $527k | 5.5k | 96.15 |
| 2020-06-30 | $473k | 5.0k | 93.91 |
| 2020-03-31 | $497k | 5.5k | 89.86 |
| 2019-12-31 | $730k | 5.2k | 139.39 |
| 2019-09-30 | $616k | 5.2k | 117.62 |
| 2019-06-30 | $585k | 5.2k | 111.71 |
| 2018-12-31 | $511k | 5.2k | 97.57 |
| 2018-09-30 | $590k | 5.2k | 112.66 |
| 2018-06-30 | $545k | 5.2k | 104.07 |
| 2018-03-31 | $575k | 5.2k | 109.80 |
| 2017-12-31 | $560k | 5.2k | 106.93 |
| 2017-09-30 | $547k | 5.7k | 95.35 |
| 2017-06-30 | $564k | 6.2k | 91.38 |
| 2017-03-31 | $454k | 5.2k | 87.78 |
| 2016-12-31 | $552k | 6.4k | 86.29 |
| 2016-09-30 | $406k | 6.1k | 66.59 |
| 2016-06-30 | $378k | 6.1k | 62.00 |
| 2016-03-31 | $401k | 6.8k | 59.21 |
| 2015-12-31 | $413k | 6.3k | 66.01 |
| 2015-09-30 | $472k | 7.8k | 60.89 |
| 2015-06-30 | $380k | 5.6k | 67.72 |
| 2015-03-31 | $339k | 5.6k | 60.42 |
| 2014-12-31 | $337k | 5.4k | 62.40 |
| 2014-09-30 | $317k | 5.2k | 60.48 |
| 2014-06-30 | $314k | 5.4k | 57.71 |
| 2014-03-31 | $330k | 5.4k | 60.65 |
| 2013-12-31 | $318k | 5.4k | 58.45 |
| 2013-09-30 | $286k | 5.5k | 51.62 |
| 2013-06-30 | $293k | 5.5k | 52.88 |
More positions owned by Wall Street Access Asset Management
View all positions for Wall Street Access Asset Management