JPMorgan Chase & Co. shares owned by Altus Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Altus Wealth Management
from 13F filings
Historical chart of Altus Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Altus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $827k | 3.4k | 245.28 |
| 2024-12-31 | $807k | 3.4k | 239.73 |
| 2024-09-30 | $698k | 3.3k | 210.85 |
| 2024-06-30 | $670k | 3.3k | 202.24 |
| 2024-03-31 | $658k | 3.3k | 200.35 |
| 2023-12-31 | $528k | 3.1k | 170.10 |
| 2023-09-30 | $400k | 2.8k | 145.05 |
| 2023-06-30 | $393k | 2.7k | 145.45 |
| 2023-03-31 | $347k | 2.7k | 130.32 |
| 2022-12-31 | $356k | 2.7k | 134.24 |
| 2022-09-30 | $276k | 2.6k | 104.39 |
| 2022-06-30 | $297k | 2.6k | 112.76 |
| 2022-03-31 | $358k | 2.6k | 136.38 |
| 2021-12-31 | $415k | 2.6k | 158.52 |
| 2021-09-30 | $427k | 2.6k | 163.54 |
| 2021-06-30 | $405k | 2.6k | 155.47 |
| 2021-03-31 | $396k | 2.6k | 152.37 |
| 2020-12-31 | $329k | 2.6k | 126.98 |
| 2020-09-30 | $275k | 2.9k | 96.42 |
| 2020-06-30 | $279k | 3.0k | 94.00 |
| 2020-03-31 | $266k | 3.0k | 89.90 |
| 2019-12-31 | $418k | 3.0k | 139.33 |