JPMorgan Chase & Co. shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.0M | 35k | 170.10 |
| 2023-09-30 | $5.1M | 35k | 145.02 |
| 2023-06-30 | $5.1M | 35k | 145.44 |
| 2023-03-31 | $4.5M | 35k | 130.31 |
| 2022-12-31 | $4.4M | 33k | 134.10 |
| 2022-09-30 | $3.4M | 33k | 104.49 |
| 2022-06-30 | $3.6M | 32k | 112.62 |
| 2022-03-31 | $4.0M | 30k | 136.33 |
| 2021-12-31 | $4.8M | 30k | 158.35 |
| 2021-09-30 | $4.9M | 30k | 163.69 |
| 2021-06-30 | $5.3M | 34k | 155.54 |
| 2021-03-31 | $5.1M | 34k | 152.25 |
| 2020-12-31 | $2.8M | 22k | 127.06 |
| 2020-09-30 | $1.5M | 16k | 96.27 |
| 2020-06-30 | $797k | 8.5k | 94.07 |
| 2020-03-31 | $676k | 7.5k | 89.98 |
| 2019-12-31 | $974k | 7.0k | 139.36 |
More positions owned by Aurum Wealth Management Group
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