American Express Company shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $355k | 1.6k | 227.68 |
| 2023-12-31 | $292k | 1.6k | 187.35 |
| 2023-09-30 | $232k | 1.6k | 149.19 |
| 2023-06-30 | $225k | 1.3k | 174.20 |
| 2023-03-31 | $216k | 1.3k | 164.95 |
| 2022-12-31 | $192k | 1.3k | 147.75 |
| 2022-09-30 | $184k | 1.4k | 134.80 |
| 2022-06-30 | $175k | 1.3k | 138.23 |
| 2022-03-31 | $242k | 1.3k | 186.73 |
| 2021-12-31 | $196k | 1.2k | 163.61 |
| 2021-09-30 | $191k | 1.1k | 167.54 |
| 2021-06-30 | $147k | 890 | 165.17 |
| 2021-03-31 | $126k | 890 | 141.57 |
| 2020-12-31 | $148k | 1.2k | 120.82 |
| 2020-09-30 | $118k | 1.2k | 100.43 |
| 2020-06-30 | $112k | 1.2k | 95.32 |
| 2020-03-31 | $101k | 1.2k | 85.96 |
| 2019-12-31 | $124k | 993 | 124.87 |
| 2019-09-30 | $117k | 993 | 117.82 |
| 2019-06-30 | $120k | 975 | 123.08 |
| 2019-03-31 | $107k | 975 | 109.74 |
| 2018-12-31 | $93k | 975 | 95.38 |
| 2018-09-30 | $104k | 975 | 106.67 |
| 2018-06-30 | $96k | 975 | 98.46 |
| 2018-03-31 | $68k | 727 | 93.54 |
| 2017-12-31 | $72k | 727 | 99.04 |
| 2017-09-30 | $62k | 690 | 89.86 |
| 2017-06-30 | $58k | 690 | 84.06 |
| 2017-03-31 | $63k | 847 | 74.38 |
| 2016-12-31 | $63k | 847 | 74.38 |
| 2016-09-30 | $54k | 847 | 63.75 |
| 2016-06-30 | $240k | 3.9k | 60.81 |
| 2016-03-31 | $115k | 1.9k | 61.20 |
| 2015-09-30 | $125k | 1.7k | 73.96 |