JPMorgan Chase & Co. shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.5M | 19k | 239.71 |
| 2024-09-30 | $3.9M | 19k | 210.86 |
| 2024-06-30 | $3.2M | 16k | 202.26 |
| 2024-03-31 | $3.1M | 16k | 200.30 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.7M | 11k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2022-12-31 | $1.5M | 11k | 134.10 |
| 2022-09-30 | $425k | 4.1k | 104.45 |
| 2022-06-30 | $507k | 4.5k | 112.49 |
| 2022-03-31 | $3.4M | 459k | 7.34 |
| 2021-12-31 | $562k | 3.6k | 158.27 |
| 2021-09-30 | $502k | 3.1k | 163.41 |
| 2021-06-30 | $455k | 2.9k | 155.29 |
| 2021-03-31 | $357k | 2.3k | 151.98 |
| 2020-12-31 | $462k | 3.6k | 126.92 |