JPMorgan Chase & Co. shares owned by BCS Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $655k | 3.1k | 210.88 |
| 2024-06-30 | $400k | 2.0k | 202.53 |
| 2024-03-31 | $388k | 1.9k | 200.41 |
| 2023-12-31 | $329k | 1.9k | 170.11 |
| 2023-09-30 | $292k | 2.0k | 145.13 |
| 2023-06-30 | $228k | 1.6k | 145.32 |
| 2022-06-30 | $353k | 3.1k | 112.53 |
| 2021-12-31 | $1.0M | 6.3k | 158.30 |
| 2021-09-30 | $292k | 1.8k | 163.68 |
| 2021-06-30 | $274k | 1.8k | 155.59 |
| 2021-03-31 | $259k | 1.7k | 152.26 |
| 2020-12-31 | $209k | 1.6k | 127.13 |
| 2019-12-31 | $253k | 1.8k | 139.47 |