JPMorgan Chase & Co. shares owned by Aevitas Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aevitas Wealth Management
from 13F filings
Historical chart of Aevitas Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aevitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $462k | 3.4k | 134.10 |
| 2022-09-30 | $359k | 3.4k | 104.42 |
| 2022-06-30 | $341k | 3.0k | 112.65 |
| 2022-03-31 | $416k | 3.1k | 136.39 |
| 2021-12-31 | $506k | 3.2k | 158.47 |
| 2021-09-30 | $509k | 3.1k | 163.82 |
| 2021-06-30 | $486k | 3.1k | 155.57 |
| 2021-03-31 | $444k | 2.9k | 152.16 |
| 2020-12-31 | $385k | 3.0k | 127.15 |
| 2020-09-30 | $255k | 2.7k | 96.08 |
| 2020-06-30 | $249k | 2.6k | 94.14 |
| 2020-03-31 | $225k | 2.5k | 89.96 |
| 2019-12-31 | $351k | 2.5k | 139.40 |
| 2019-09-30 | $295k | 2.5k | 117.48 |
| 2019-06-30 | $319k | 2.9k | 111.77 |
| 2019-03-31 | $282k | 2.8k | 100.97 |
| 2018-12-31 | $272k | 2.8k | 97.63 |
| 2018-09-30 | $336k | 3.0k | 112.79 |
| 2018-06-30 | $289k | 2.8k | 104.14 |
| 2018-03-31 | $167k | 1.5k | 109.87 |
| 2017-12-31 | $146k | 1.4k | 106.88 |