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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

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Quarterly 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