JPMorgan Chase & Co. shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.4M | 35k | 210.86 |
| 2024-06-30 | $6.7M | 33k | 202.26 |
| 2024-03-31 | $6.0M | 30k | 200.30 |
| 2023-09-30 | $2.2M | 15k | 145.02 |
| 2023-06-30 | $2.4M | 16k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $1.4M | 10k | 134.10 |
| 2022-09-30 | $1.1M | 10k | 104.47 |
| 2022-06-30 | $1.2M | 10k | 112.62 |
| 2022-03-31 | $1.4M | 10k | 136.28 |
| 2021-12-31 | $1.7M | 11k | 158.31 |
| 2021-09-30 | $1.7M | 11k | 163.65 |
| 2021-06-30 | $1.9M | 12k | 155.52 |
| 2021-03-31 | $2.1M | 14k | 152.25 |
| 2020-12-31 | $1.8M | 14k | 127.09 |
| 2020-09-30 | $1.3M | 14k | 96.24 |
| 2020-06-30 | $1.5M | 16k | 94.08 |
| 2020-03-31 | $1.7M | 19k | 90.05 |
| 2019-12-31 | $2.5M | 18k | 139.40 |
| 2019-09-30 | $2.2M | 18k | 117.68 |
| 2019-06-30 | $2.3M | 20k | 113.67 |
| 2019-03-31 | $2.3M | 22k | 101.24 |
| 2018-12-31 | $2.6M | 26k | 97.63 |
| 2018-09-30 | $2.9M | 25k | 112.83 |
| 2018-06-30 | $2.2M | 21k | 104.19 |
| 2018-03-31 | $2.0M | 18k | 109.98 |
| 2017-12-31 | $1.5M | 14k | 106.93 |
| 2017-09-30 | $1.4M | 15k | 95.53 |
| 2017-06-30 | $1.4M | 15k | 94.01 |
| 2017-03-31 | $1.3M | 15k | 86.75 |
| 2016-12-31 | $1.4M | 16k | 86.27 |