JPMorgan Chase & Co. shares owned by WT Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 19k | 170.10 |
| 2023-09-30 | $1.8M | 13k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.47 |
| 2023-03-31 | $1.5M | 12k | 130.31 |
| 2022-12-31 | $2.1M | 16k | 134.10 |
| 2022-09-30 | $1.9M | 18k | 104.53 |
| 2022-06-30 | $2.0M | 18k | 112.67 |
| 2022-03-31 | $2.6M | 19k | 136.34 |
| 2021-12-31 | $2.9M | 18k | 158.34 |
| 2021-09-30 | $2.4M | 15k | 163.70 |
| 2021-06-30 | $2.0M | 13k | 155.56 |
| 2021-03-31 | $1.6M | 11k | 152.26 |
| 2020-12-31 | $289k | 2.3k | 126.75 |
| 2020-09-30 | $263k | 2.7k | 95.99 |
| 2020-06-30 | $336k | 3.6k | 93.99 |
| 2020-03-31 | $307k | 3.4k | 89.77 |
| 2019-12-31 | $231k | 1.7k | 139.24 |