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JPMorgan Chase & Co. shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $505k 2.3k 224.44
2024-06-30 $486k 2.4k 202.24
2024-03-31 $521k 2.6k 200.32
2023-12-31 $391k 2.3k 170.08
2023-09-30 $326k 2.2k 145.05
2023-06-30 $233k 1.6k 145.49
2023-03-31 $212k 1.6k 130.34
2022-12-31 $230k 1.7k 134.11
2022-09-30 $227k 1.9k 122.17
2022-06-30 $257k 2.3k 112.33
2022-03-31 $276k 2.0k 136.09
2021-12-31 $216k 1.4k 158.01
2020-12-31 $2.1M 16k 127.05
2020-09-30 $1.5M 16k 96.27
2020-06-30 $1.3M 14k 94.00
2020-03-31 $1.3M 14k 90.03
2019-12-31 $1.8M 13k 139.34
2019-09-30 $1.5M 13k 117.67
2019-06-30 $1.5M 14k 111.78
2019-03-31 $1.4M 14k 101.24
2018-12-31 $1.3M 13k 97.64