JPMorgan Chase & Co. shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $756k | 3.8k | 200.32 |
| 2023-12-31 | $1.0M | 6.0k | 170.09 |
| 2023-09-30 | $220k | 1.5k | 145.04 |
| 2023-06-30 | $219k | 1.5k | 145.46 |
| 2023-03-31 | $202k | 1.5k | 130.34 |
| 2022-12-31 | $200k | 1.5k | 134.14 |
| 2022-09-30 | $225k | 2.2k | 104.65 |
| 2022-06-30 | $241k | 2.1k | 112.67 |
| 2022-03-31 | $2.2M | 16k | 136.31 |
| 2021-12-31 | $2.7M | 17k | 158.38 |
| 2021-09-30 | $2.7M | 17k | 163.69 |
| 2021-06-30 | $1.4M | 9.3k | 155.51 |
More positions owned by WealthTrust Asset Management
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