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JPMorgan Chase & Co. shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $629k 3.1k 200.31
2023-12-31 $415k 2.4k 170.10
2023-09-30 $349k 2.4k 145.47
2023-06-30 $349k 2.4k 145.47
2023-03-31 $330k 2.5k 130.33
2022-12-31 $439k 3.3k 134.09
2022-09-30 $380k 3.4k 112.69
2022-06-30 $380k 3.4k 112.69
2022-03-31 $463k 3.4k 136.22
2021-12-31 $508k 3.2k 158.35
2021-09-30 $384k 2.3k 163.75
2021-06-30 $366k 2.4k 155.41
2021-03-31 $300k 2.0k 152.21
2020-12-31 $261k 2.1k 126.88
2020-09-30 $178k 1.8k 96.37
2020-06-30 $380k 4.0k 94.18
2020-03-31 $371k 4.1k 90.11
2019-12-31 $501k 3.6k 139.36