JPMorgan Chase & Co. shares owned by Bogart Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 45k | 200.30 |
| 2023-12-31 | $6.4M | 38k | 170.10 |
| 2023-09-30 | $5.6M | 39k | 145.02 |
| 2023-06-30 | $5.6M | 39k | 145.44 |
| 2023-03-31 | $4.9M | 37k | 130.31 |
| 2022-12-31 | $4.4M | 33k | 134.10 |
| 2022-09-30 | $3.8M | 37k | 104.49 |
| 2022-06-30 | $3.3M | 29k | 112.60 |
| 2022-03-31 | $3.2M | 23k | 136.34 |
| 2021-12-31 | $3.1M | 19k | 158.37 |
| 2021-09-30 | $2.8M | 17k | 163.68 |
| 2021-06-30 | $2.2M | 14k | 155.54 |
| 2021-03-31 | $1.8M | 12k | 152.21 |
| 2020-12-31 | $1.2M | 9.4k | 127.04 |
| 2020-09-30 | $831k | 8.6k | 96.19 |
| 2020-06-30 | $828k | 8.8k | 94.05 |
| 2020-03-31 | $686k | 7.6k | 90.09 |
| 2019-12-31 | $92k | 658 | 139.82 |
| 2019-09-30 | $62k | 529 | 117.20 |
| 2019-06-30 | $59k | 529 | 111.53 |
| 2019-03-31 | $53k | 533 | 99.44 |
| 2018-12-31 | $61k | 625 | 97.60 |
| 2018-09-30 | $59k | 525 | 112.38 |
| 2018-06-30 | $46k | 451 | 102.00 |
| 2018-03-31 | $50k | 451 | 110.86 |
| 2017-12-31 | $48k | 451 | 106.43 |
| 2017-09-30 | $43k | 451 | 95.34 |