JPMorgan Chase & Co. shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by BDO Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by BDO Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $6.7M | 46k | 145.44 |
| 2023-03-31 | $6.0M | 46k | 130.31 |
| 2022-12-31 | $6.0M | 45k | 134.10 |
| 2022-09-30 | $4.9M | 43k | 112.61 |
| 2022-06-30 | $4.9M | 43k | 112.61 |
| 2022-03-31 | $6.0M | 44k | 136.32 |
| 2021-12-31 | $6.9M | 44k | 158.34 |
| 2021-09-30 | $7.1M | 43k | 163.70 |
| 2021-06-30 | $6.8M | 44k | 155.54 |
| 2021-03-31 | $6.8M | 45k | 152.22 |
| 2020-12-31 | $4.0M | 31k | 127.07 |
| 2020-09-30 | $3.0M | 31k | 96.26 |
| 2020-06-30 | $3.0M | 32k | 94.07 |
| 2020-03-31 | $2.8M | 31k | 90.03 |
| 2019-12-31 | $3.8M | 28k | 139.42 |
| 2019-09-30 | $3.4M | 29k | 117.70 |
| 2019-06-30 | $3.2M | 29k | 111.79 |
| 2019-03-31 | $2.9M | 29k | 101.23 |
| 2018-12-31 | $2.7M | 28k | 97.62 |
| 2018-09-30 | $3.3M | 29k | 112.83 |
| 2018-06-30 | $2.9M | 28k | 104.19 |
| 2018-03-31 | $3.0M | 27k | 109.97 |
| 2017-12-31 | $2.5M | 24k | 106.92 |
| 2017-09-30 | $2.1M | 22k | 95.52 |
| 2017-06-30 | $2.4M | 26k | 91.42 |