JPMorgan Chase & Co. shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $3.0M | 21k | 145.44 |
| 2023-03-31 | $2.7M | 21k | 130.31 |
| 2022-12-31 | $8.8M | 65k | 134.09 |
| 2022-09-30 | $6.8M | 65k | 104.49 |
| 2022-06-30 | $3.0M | 27k | 112.62 |
| 2022-03-31 | $3.7M | 27k | 136.33 |
| 2021-12-31 | $4.3M | 27k | 158.35 |
| 2021-09-30 | $11M | 65k | 163.70 |
| 2021-06-30 | $10M | 64k | 155.54 |
| 2021-03-31 | $10M | 67k | 152.24 |
| 2020-12-31 | $3.5M | 28k | 127.08 |
| 2020-09-30 | $2.6M | 27k | 96.26 |
| 2020-06-30 | $2.5M | 27k | 94.06 |
| 2020-03-31 | $2.0M | 22k | 90.04 |
| 2019-12-31 | $630k | 4.5k | 139.38 |
| 2019-09-30 | $532k | 4.5k | 117.70 |
| 2019-06-30 | $727k | 6.5k | 111.79 |
| 2019-03-31 | $901k | 8.9k | 101.25 |
| 2018-12-31 | $841k | 8.6k | 97.64 |
| 2018-09-30 | $940k | 8.3k | 112.86 |
| 2018-06-30 | $835k | 8.1k | 102.53 |
| 2018-03-31 | $1.2M | 11k | 109.97 |
| 2017-12-31 | $1.2M | 11k | 106.90 |