JPMorgan Chase & Co. shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 68k | 200.30 |
| 2023-12-31 | $11M | 67k | 170.10 |
| 2023-09-30 | $7.4M | 51k | 145.02 |
| 2023-06-30 | $7.4M | 51k | 145.44 |
| 2023-03-31 | $6.6M | 50k | 130.31 |
| 2022-12-31 | $6.8M | 51k | 134.10 |
| 2022-09-30 | $5.3M | 51k | 104.51 |
| 2022-06-30 | $5.7M | 50k | 112.61 |
| 2022-03-31 | $6.5M | 48k | 136.32 |
| 2021-12-31 | $7.7M | 48k | 158.35 |
| 2021-09-30 | $7.8M | 48k | 163.68 |
| 2021-06-30 | $7.5M | 48k | 155.53 |
| 2021-03-31 | $7.1M | 47k | 152.22 |
| 2020-12-31 | $5.8M | 46k | 127.06 |
| 2020-09-30 | $4.3M | 45k | 96.26 |
| 2020-06-30 | $4.2M | 45k | 94.05 |
| 2020-03-31 | $3.5M | 39k | 90.03 |
| 2019-12-31 | $7.7M | 56k | 139.39 |
| 2019-09-30 | $6.5M | 55k | 117.69 |
| 2019-06-30 | $6.1M | 54k | 111.80 |
| 2019-03-31 | $5.5M | 55k | 101.23 |
| 2018-12-31 | $5.3M | 54k | 97.61 |
| 2018-09-30 | $6.0M | 54k | 112.85 |
| 2018-06-30 | $5.4M | 52k | 104.20 |