JPMorgan Chase & Co. shares owned by WestEnd Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WestEnd Advisors
from 13F filings
Historical chart of WestEnd Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WestEnd Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.6k | 56 | 170.59 |
| 2023-09-30 | $11k | 73 | 145.88 |
| 2023-03-31 | $15k | 117 | 130.31 |
| 2022-12-31 | $160k | 1.2k | 134.10 |
| 2022-09-30 | $126k | 1.2k | 104.56 |
| 2022-06-30 | $35M | 313k | 112.61 |
| 2022-03-31 | $43M | 318k | 136.32 |
| 2021-12-31 | $43M | 273k | 158.35 |
| 2021-09-30 | $44M | 271k | 163.69 |
| 2021-06-30 | $42M | 268k | 155.54 |
| 2021-03-31 | $44M | 288k | 152.23 |
| 2020-12-31 | $41M | 325k | 127.07 |
| 2020-09-30 | $32M | 337k | 96.27 |
| 2020-06-30 | $29M | 310k | 94.06 |
| 2020-03-31 | $27M | 303k | 90.03 |
| 2019-12-31 | $8.6k | 62 | 139.39 |
| 2019-09-30 | $7.3k | 62 | 117.68 |
| 2019-06-30 | $183k | 1.6k | 111.80 |
| 2019-03-31 | $35M | 342k | 101.23 |
| 2018-12-31 | $31M | 322k | 97.62 |
| 2018-09-30 | $38M | 337k | 112.84 |
| 2018-06-30 | $36M | 344k | 104.20 |
| 2018-03-31 | $47M | 425k | 109.97 |
| 2017-12-31 | $48M | 451k | 106.94 |
| 2017-09-30 | $51M | 531k | 95.51 |
| 2017-06-30 | $53M | 581k | 91.40 |
| 2017-03-31 | $55M | 623k | 87.84 |
| 2011-06-30 | $65k | 1.6k | 40.94 |
| 2011-03-31 | $76k | 1.6k | 46.10 |