Fiserv shares owned by JGP Wealth Management
Historical chart of JGP Wealth Management investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Fiserv by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.5k | 125.76 |
| 2025-06-30 | $1.4M | 8.2k | 172.41 |
| 2025-03-31 | $1.8M | 8.0k | 220.83 |
| 2024-12-31 | $1.7M | 8.1k | 205.42 |
| 2024-09-30 | $1.5M | 8.1k | 179.65 |
| 2024-06-30 | $1.2M | 7.8k | 149.04 |
| 2024-03-31 | $1.2M | 7.5k | 159.82 |
| 2023-12-31 | $457k | 3.4k | 132.84 |
| 2023-09-30 | $335k | 3.0k | 112.96 |
| 2023-06-30 | $374k | 3.0k | 126.15 |
| 2023-03-31 | $335k | 3.0k | 113.03 |
| 2022-12-31 | $298k | 3.0k | 101.07 |
| 2022-09-30 | $301k | 3.0k | 98.75 |
| 2022-06-30 | $278k | 3.0k | 94.01 |
| 2022-03-31 | $294k | 2.9k | 100.58 |
| 2021-12-31 | $314k | 2.9k | 108.43 |
| 2021-09-30 | $313k | 2.9k | 108.53 |
| 2021-06-30 | $308k | 2.9k | 106.80 |
| 2021-03-31 | $343k | 2.9k | 118.93 |
| 2020-12-31 | $324k | 2.9k | 112.34 |
| 2020-09-30 | $295k | 2.9k | 102.29 |
| 2020-06-30 | $280k | 2.9k | 97.09 |
| 2020-03-31 | $284k | 2.9k | 98.47 |
| 2019-12-31 | $337k | 2.9k | 116.85 |
| 2019-09-30 | $291k | 2.9k | 100.90 |
| 2019-06-30 | $263k | 2.9k | 91.19 |
| 2019-03-31 | $255k | 2.9k | 88.42 |
| 2018-12-31 | $212k | 2.9k | 73.51 |
| 2018-09-30 | $238k | 2.9k | 82.52 |
| 2018-06-30 | $214k | 2.9k | 74.20 |