JPMorgan Chase & Co. shares owned by Bay Harbor Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bay Harbor Wealth Management
from 13F filings
Historical chart of Bay Harbor Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bay Harbor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $198k | 626 | 315.48 |
| 2025-06-30 | $207k | 714 | 289.84 |
| 2025-03-31 | $143k | 582 | 245.09 |
| 2024-12-31 | $104k | 434 | 239.85 |
| 2024-09-30 | $103k | 489 | 210.77 |
| 2024-06-30 | $88k | 435 | 202.10 |
| 2024-03-31 | $86k | 427 | 200.46 |
| 2023-12-31 | $73k | 430 | 170.10 |
| 2023-09-30 | $7.8k | 53 | 146.68 |
| 2023-06-30 | $7.7k | 53 | 146.17 |
| 2023-03-31 | $6.9k | 53 | 130.04 |
| 2022-12-31 | $7.0k | 53 | 132.08 |
| 2022-09-30 | $5.0k | 52 | 96.15 |
| 2022-06-30 | $64k | 567 | 112.87 |
| 2022-03-31 | $77k | 567 | 135.80 |
| 2021-12-31 | $81k | 530 | 152.83 |
| 2021-09-30 | $83k | 510 | 162.75 |
| 2021-06-30 | $80k | 512 | 156.25 |
| 2021-03-31 | $79k | 518 | 152.51 |
| 2020-12-31 | $137k | 1.1k | 127.21 |
| 2020-09-30 | $121k | 1.3k | 96.41 |
| 2020-06-30 | $65k | 692 | 93.93 |
| 2020-03-31 | $53k | 585 | 90.60 |
| 2019-12-31 | $76k | 544 | 139.71 |
| 2019-09-30 | $65k | 567 | 114.64 |
| 2019-06-30 | $66k | 592 | 111.49 |
| 2019-03-31 | $57k | 564 | 101.06 |
| 2018-12-31 | $54k | 556 | 97.12 |
More positions owned by Bay Harbor Wealth Management
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