Balboa Wealth Partners »

JPMorgan Chase & Co. shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 6.9k 170.10
2023-09-30 $1.1M 7.5k 145.02
2023-06-30 $1.0M 7.2k 145.43
2023-03-31 $863k 6.6k 130.30
2022-12-31 $921k 6.9k 134.09
2022-09-30 $783k 7.5k 104.44