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Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Bk N A Instl Ctf Dep Book 5.300percent 03/04/25 Dtd 03/05/24 Clb by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $70k 70k 1.00
2024-06-30 $70k 70k 1.00
2024-03-31 $70k 70k 1.00

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