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JPMorgan Chase & Co. shares owned by Waterfront Wealth

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waterfront Wealth from 13F filings

Historical chart of Waterfront Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Waterfront Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 8.9k 170.11
2023-09-30 $1.2M 8.7k 141.18
2023-06-30 $1.3M 8.5k 157.63
2023-03-31 $1.0M 7.7k 130.30
2022-12-31 $1.0M 7.5k 140.33
2022-09-30 $955k 7.6k 125.72
2022-06-30 $644k 5.7k 112.65
2022-03-31 $506k 3.8k 132.67
2021-12-31 $320k 2.0k 158.42
2021-09-30 $211k 1.3k 164.07