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JPMorgan Chase & Co. shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.2M 46k 200.32
2023-12-31 $7.7M 45k 170.08
2023-09-30 $6.1M 42k 145.02
2023-06-30 $9.2M 59k 156.02
2023-03-31 $5.0M 38k 130.31
2022-12-31 $3.1M 24k 134.10