JPMorgan Chase & Co. shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.2M | 29k | 210.86 |
| 2024-06-30 | $6.1M | 30k | 202.26 |
| 2024-03-31 | $6.1M | 31k | 200.30 |
| 2023-12-31 | $5.1M | 30k | 170.10 |
| 2023-09-30 | $4.4M | 30k | 145.02 |
| 2023-06-30 | $4.3M | 30k | 145.44 |
| 2023-03-31 | $3.8M | 29k | 130.31 |
| 2022-12-31 | $3.9M | 29k | 134.10 |
| 2022-09-30 | $2.9M | 28k | 104.49 |
| 2022-06-30 | $3.3M | 29k | 112.60 |
| 2022-03-31 | $3.8M | 28k | 136.32 |
| 2021-12-31 | $4.3M | 27k | 158.35 |
| 2021-09-30 | $4.2M | 26k | 163.69 |
| 2021-06-30 | $4.1M | 26k | 155.53 |
| 2021-03-31 | $3.8M | 25k | 152.22 |
| 2020-12-31 | $3.2M | 25k | 127.08 |
| 2020-09-30 | $2.2M | 22k | 98.03 |
| 2020-06-30 | $2.2M | 23k | 94.04 |
| 2020-03-31 | $2.1M | 22k | 94.62 |
| 2019-12-31 | $2.9M | 21k | 139.38 |
| 2019-09-30 | $1.8M | 15k | 117.69 |
| 2019-06-30 | $1.6M | 14k | 111.78 |
| 2019-03-31 | $1.3M | 13k | 101.25 |
| 2018-12-31 | $1.3M | 13k | 97.61 |