JPMorgan Chase & Co. shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $73k | 809 | 90.23 |
| 2019-12-31 | $158k | 1.1k | 139.58 |
| 2019-09-30 | $142k | 1.2k | 117.94 |
| 2019-06-30 | $6.8M | 61k | 111.81 |
| 2019-03-31 | $6.1M | 60k | 101.24 |
| 2018-12-31 | $5.8M | 59k | 97.62 |
| 2018-09-30 | $6.8M | 60k | 112.84 |
| 2018-06-30 | $3.2M | 31k | 104.21 |
| 2018-03-31 | $3.3M | 30k | 109.95 |
| 2017-12-31 | $2.8M | 26k | 106.95 |
| 2017-09-30 | $2.2M | 23k | 95.53 |
| 2017-06-30 | $2.1M | 23k | 91.42 |
| 2017-03-31 | $1.9M | 22k | 87.84 |
| 2016-12-31 | $1.7M | 19k | 86.28 |
| 2016-09-30 | $1.3M | 20k | 66.56 |
| 2016-06-30 | $1.5M | 24k | 62.14 |
| 2016-03-31 | $3.2M | 54k | 59.23 |
| 2015-03-31 | $683k | 11k | 60.61 |
| 2014-12-31 | $1.4M | 23k | 62.58 |
| 2014-09-30 | $280k | 4.7k | 60.15 |
| 2014-06-30 | $2.0M | 34k | 57.63 |
| 2014-03-31 | $2.0M | 33k | 60.71 |
| 2013-12-31 | $832k | 14k | 58.51 |
More positions owned by Willingdon Wealth Management
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