JPMorgan Chase & Co. shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.3k | 210.87 |
| 2024-06-30 | $1.1M | 5.3k | 202.32 |
| 2024-03-31 | $482k | 2.4k | 200.24 |
| 2023-12-31 | $1.5M | 9.0k | 170.11 |
| 2023-09-30 | $1.3M | 9.0k | 145.04 |
| 2023-06-30 | $538k | 3.7k | 145.36 |
| 2023-03-31 | $240k | 1.8k | 130.31 |
| 2022-12-31 | $246k | 1.8k | 134.09 |
| 2021-09-30 | $176k | 1.1k | 164.03 |
| 2021-06-30 | $167k | 1.1k | 155.93 |
| 2021-03-31 | $83k | 546 | 152.01 |
| 2020-12-31 | $54k | 428 | 126.17 |
| 2020-09-30 | $30k | 312 | 96.15 |
| 2020-06-30 | $45k | 482 | 93.36 |
More positions owned by Atlas Private Wealth Advisors
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