JPMorgan Chase & Co. shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by BlueSky Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $639k | 3.8k | 170.10 |
2023-09-30 | $528k | 3.6k | 145.02 |
2023-06-30 | $535k | 3.7k | 145.44 |
2023-03-31 | $383k | 2.9k | 130.31 |
2022-12-31 | $389k | 2.9k | 134.10 |
2022-09-30 | $299k | 2.9k | 104.33 |
2022-03-31 | $219k | 1.6k | 136.02 |
2021-12-31 | $255k | 1.6k | 158.39 |
2021-09-30 | $264k | 1.6k | 163.98 |
2021-06-30 | $251k | 1.6k | 155.90 |
2021-03-31 | $203k | 1.3k | 156.15 |