JPMorgan Chase & Co. shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 12k | 210.85 |
| 2024-06-30 | $2.5M | 12k | 202.25 |
| 2024-03-31 | $2.9M | 14k | 200.30 |
| 2023-12-31 | $2.4M | 14k | 170.11 |
| 2023-09-30 | $2.1M | 14k | 145.02 |
| 2023-06-30 | $2.5M | 17k | 145.44 |
| 2023-03-31 | $2.3M | 17k | 130.31 |
| 2022-12-31 | $2.3M | 17k | 134.10 |
| 2022-09-30 | $1.7M | 16k | 104.47 |
| 2022-06-30 | $713k | 6.3k | 112.58 |
| 2022-03-31 | $847k | 6.2k | 136.20 |
| 2021-12-31 | $1.1M | 6.8k | 158.22 |