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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Atlas Private 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
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