JPMorgan Chase & Co. shares owned by Alpha Omega Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Alpha Omega Wealth Management
from 13F filings
Historical chart of Alpha Omega Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Alpha Omega Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.1M | 40k | 200.30 |
| 2023-12-31 | $7.2M | 42k | 170.10 |
| 2023-09-30 | $6.2M | 43k | 145.02 |
| 2023-06-30 | $6.3M | 43k | 145.44 |
| 2023-03-31 | $5.8M | 45k | 130.31 |
| 2022-12-31 | $6.1M | 45k | 134.10 |
| 2022-09-30 | $4.7M | 45k | 104.51 |
| 2022-06-30 | $5.0M | 44k | 112.60 |
| 2022-03-31 | $5.1M | 38k | 136.31 |
| 2021-12-31 | $6.2M | 37k | 168.22 |
| 2021-09-30 | $6.0M | 37k | 163.69 |
| 2021-06-30 | $5.8M | 37k | 155.54 |
| 2021-03-31 | $5.7M | 37k | 152.23 |
| 2020-12-31 | $4.8M | 38k | 127.06 |
| 2020-09-30 | $3.7M | 38k | 96.28 |
| 2020-06-30 | $3.5M | 37k | 94.07 |
| 2020-03-31 | $3.3M | 37k | 90.02 |
| 2019-12-31 | $3.4M | 24k | 139.40 |
| 2019-09-30 | $3.1M | 24k | 130.39 |
| 2019-06-30 | $370k | 3.3k | 111.75 |
| 2019-03-31 | $335k | 3.3k | 101.18 |
| 2018-12-31 | $295k | 3.0k | 97.65 |
| 2018-09-30 | $375k | 3.3k | 112.92 |
| 2018-06-30 | $346k | 3.3k | 104.19 |
| 2018-03-31 | $293k | 2.7k | 109.90 |
| 2017-12-31 | $277k | 2.6k | 107.12 |
| 2017-09-30 | $240k | 2.5k | 95.50 |
| 2017-06-30 | $202k | 2.2k | 91.28 |
| 2017-03-31 | $194k | 2.2k | 87.66 |
| 2016-12-31 | $191k | 2.2k | 86.31 |
| 2016-09-30 | $84k | 1.3k | 66.51 |
| 2016-06-30 | $78k | 1.3k | 61.76 |
| 2016-03-31 | $75k | 1.3k | 59.38 |
| 2015-12-31 | $69k | 1.0k | 66.41 |
More positions owned by Alpha Omega Wealth Management
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