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JPMorgan Chase & Co. shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $871k 4.1k 210.84
2024-06-30 $851k 4.2k 202.19
2024-03-31 $908k 4.5k 200.26
2023-12-31 $830k 4.9k 170.08
2023-09-30 $663k 4.6k 145.04
2023-06-30 $446k 3.1k 145.56
2023-03-31 $343k 2.6k 130.12
2022-12-31 $425k 3.2k 133.94
2022-09-30 $263k 2.5k 104.49
2022-06-30 $330k 2.9k 112.74