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JPMorgan Chase & Co. shares owned by Arbor Trust Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Arbor Trust Wealth Advisors from 13F filings

Historical chart of Arbor Trust Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Arbor Trust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Arbor Trust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 19k 196.62
2023-12-31 $3.2M 19k 170.10
2023-09-30 $2.7M 19k 145.02
2023-06-30 $2.7M 19k 145.44
2023-03-31 $2.2M 17k 130.31
2022-12-31 $2.3M 17k 134.10
2022-09-30 $1.8M 17k 104.33
2022-06-30 $2.0M 18k 112.58
2022-03-31 $2.3M 17k 136.33
2021-12-31 $2.8M 18k 158.37
2021-09-30 $2.9M 18k 163.70
2021-06-30 $2.7M 17k 155.51
2021-03-31 $2.6M 17k 152.05
2020-12-31 $2.1M 17k 127.08
2020-09-30 $1.6M 17k 96.29
2020-06-30 $1.5M 16k 94.08
2020-03-31 $1.5M 17k 90.06
2019-12-31 $2.3M 17k 139.40