JPMorgan Chase & Co. shares owned by Aspireon Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aspireon Wealth Advisors
from 13F filings
Historical chart of Aspireon Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aspireon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $957k | 7.3k | 130.36 |
| 2022-12-31 | $1.0M | 7.7k | 133.55 |
| 2022-09-30 | $792k | 7.6k | 104.54 |
| 2022-06-30 | $897k | 8.0k | 112.38 |
| 2022-03-31 | $1.0M | 7.5k | 136.32 |
| 2021-12-31 | $1.2M | 7.5k | 158.33 |
| 2021-09-30 | $1.2M | 7.5k | 163.64 |
| 2021-06-30 | $1.2M | 7.6k | 155.48 |
| 2021-03-31 | $1.2M | 7.5k | 160.00 |
| 2020-12-31 | $920k | 7.3k | 126.03 |