JPMorgan Chase & Co. shares owned by West Paces Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by West Paces Advisors
from 13F filings
Historical chart of West Paces Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by West Paces Advisors 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 West Paces Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 10k | 200.30 |
| 2023-12-31 | $1.5M | 8.7k | 170.10 |
| 2023-09-30 | $1.3M | 8.7k | 145.02 |
| 2023-06-30 | $1.4M | 9.5k | 145.44 |
| 2023-03-31 | $1.2M | 9.5k | 130.31 |
| 2022-12-31 | $1.3M | 9.7k | 134.10 |
| 2022-09-30 | $1.1M | 11k | 104.50 |
| 2022-06-30 | $1.7M | 15k | 112.61 |
| 2022-03-31 | $2.4M | 18k | 136.32 |
| 2021-12-31 | $2.8M | 18k | 158.35 |
| 2021-09-30 | $2.9M | 17k | 163.69 |
| 2021-06-30 | $2.8M | 18k | 155.54 |
| 2021-03-31 | $2.8M | 19k | 152.23 |
| 2020-12-31 | $2.2M | 18k | 127.07 |
| 2020-09-30 | $1.8M | 19k | 96.27 |
| 2020-06-30 | $1.8M | 19k | 94.06 |
| 2020-03-31 | $1.7M | 19k | 90.03 |
| 2019-12-31 | $3.1M | 22k | 139.40 |
| 2019-09-30 | $2.6M | 22k | 117.69 |
| 2019-06-30 | $2.5M | 22k | 111.80 |
| 2019-03-31 | $2.3M | 23k | 101.23 |
| 2018-12-31 | $2.2M | 23k | 97.62 |
| 2018-09-30 | $2.6M | 23k | 112.84 |
| 2018-06-30 | $2.5M | 24k | 104.20 |
| 2018-03-31 | $2.6M | 23k | 109.97 |
| 2017-12-31 | $2.5M | 24k | 106.94 |
| 2017-09-30 | $2.4M | 25k | 95.51 |
| 2017-06-30 | $2.1M | 23k | 91.40 |
| 2017-03-31 | $2.1M | 24k | 87.84 |
| 2016-12-31 | $2.0M | 23k | 86.29 |