JPMorgan Chase & Co. shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by WESPAC Advisors SoCal 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 WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 46k | 200.30 |
| 2023-12-31 | $8.0M | 47k | 170.10 |
| 2023-09-30 | $6.7M | 46k | 145.02 |
| 2023-06-30 | $6.7M | 46k | 145.44 |
| 2023-03-31 | $6.0M | 46k | 130.31 |
| 2022-12-31 | $6.1M | 46k | 134.10 |
| 2022-09-30 | $5.7M | 45k | 125.87 |
| 2019-12-31 | $7.8M | 56k | 139.40 |
| 2019-09-30 | $6.8M | 58k | 117.68 |
| 2019-06-30 | $6.5M | 58k | 111.79 |
| 2019-03-31 | $5.3M | 53k | 101.22 |
| 2018-12-31 | $5.1M | 52k | 97.61 |
| 2018-09-30 | $5.8M | 51k | 112.84 |
| 2018-06-30 | $5.6M | 51k | 109.96 |
| 2018-03-31 | $5.6M | 51k | 109.96 |
| 2017-12-31 | $5.4M | 50k | 106.93 |
| 2017-09-30 | $4.8M | 50k | 95.49 |
| 2017-06-30 | $4.7M | 52k | 91.40 |
| 2017-03-31 | $4.4M | 50k | 87.84 |
| 2016-12-31 | $4.1M | 47k | 86.29 |
| 2016-09-30 | $3.2M | 48k | 66.59 |
| 2016-06-30 | $3.1M | 50k | 62.14 |
| 2016-03-31 | $3.0M | 51k | 59.22 |
| 2015-12-31 | $3.5M | 53k | 66.02 |