JPMorgan Chase & Co. shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by BerganKDV Wealth Management 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 BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $5.3M | 41k | 130.31 |
| 2022-12-31 | $5.1M | 38k | 134.10 |
| 2022-09-30 | $3.8M | 36k | 104.51 |
| 2022-06-30 | $3.8M | 34k | 112.60 |
| 2022-03-31 | $1.3M | 9.3k | 136.29 |
| 2021-12-31 | $1.6M | 10k | 158.36 |
| 2021-09-30 | $1.5M | 9.3k | 163.72 |
| 2021-06-30 | $1.4M | 9.2k | 155.58 |
| 2021-03-31 | $1.7M | 11k | 152.24 |
| 2020-12-31 | $1.5M | 12k | 127.10 |
| 2020-09-30 | $1.2M | 13k | 96.30 |
| 2020-06-30 | $1.2M | 13k | 94.07 |
| 2020-03-31 | $1.1M | 12k | 90.03 |
| 2019-12-31 | $1.6M | 12k | 139.40 |
| 2019-09-30 | $1.3M | 11k | 117.74 |
| 2019-06-30 | $1.2M | 11k | 111.80 |
| 2019-03-31 | $1.1M | 11k | 101.23 |
| 2018-12-31 | $1.1M | 11k | 97.61 |
| 2018-09-30 | $1.3M | 12k | 112.84 |
| 2018-06-30 | $1.2M | 11k | 104.23 |
| 2018-03-31 | $1.2M | 11k | 110.01 |
| 2017-12-31 | $1.3M | 12k | 106.95 |
| 2017-09-30 | $1.3M | 13k | 95.53 |
| 2017-06-30 | $767k | 8.4k | 91.39 |
| 2017-03-31 | $728k | 8.3k | 87.78 |
| 2016-12-31 | $713k | 8.3k | 86.26 |
| 2016-09-30 | $519k | 7.8k | 66.63 |
| 2016-06-30 | $506k | 8.1k | 62.20 |
| 2016-03-31 | $439k | 7.4k | 59.17 |
More positions owned by BerganKDV Wealth Management
View all positions for BerganKDV Wealth Management