JPMorgan Chase & Co. shares owned by Burns Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 30k | 210.86 |
| 2024-06-30 | $5.9M | 29k | 202.26 |
| 2024-03-31 | $6.4M | 32k | 200.30 |
| 2023-09-30 | $4.2M | 29k | 145.02 |
| 2023-06-30 | $4.6M | 31k | 145.44 |
| 2023-03-31 | $4.0M | 31k | 130.31 |
| 2022-12-31 | $4.5M | 33k | 134.10 |
| 2022-09-30 | $3.4M | 32k | 104.48 |
| 2022-06-30 | $3.9M | 35k | 112.61 |
| 2022-03-31 | $4.4M | 32k | 136.30 |
| 2021-12-31 | $5.3M | 33k | 158.34 |
| 2021-09-30 | $6.8M | 42k | 163.71 |
| 2021-06-30 | $5.0M | 32k | 155.55 |
| 2021-03-31 | $4.7M | 31k | 152.21 |
| 2020-12-31 | $3.6M | 29k | 127.07 |
| 2020-09-30 | $6.8M | 121k | 56.30 |
| 2020-06-30 | $3.1M | 33k | 94.07 |
| 2020-03-31 | $1.2M | 13k | 90.04 |
| 2019-12-31 | $1.8M | 13k | 139.36 |
| 2019-09-30 | $1.6M | 14k | 117.72 |
| 2019-06-30 | $1.4M | 12k | 111.77 |
| 2019-03-31 | $1.3M | 12k | 101.26 |
| 2018-12-31 | $1.2M | 13k | 97.65 |
| 2018-09-30 | $930k | 8.2k | 112.78 |
| 2018-06-30 | $905k | 8.7k | 104.18 |
| 2018-03-31 | $861k | 7.8k | 110.03 |
| 2017-12-31 | $866k | 8.1k | 106.97 |
| 2017-09-30 | $813k | 8.5k | 95.48 |
| 2017-06-30 | $835k | 9.1k | 91.45 |
| 2017-03-31 | $777k | 9.2k | 84.48 |
| 2016-12-31 | $672k | 7.8k | 86.34 |
| 2016-09-30 | $541k | 7.8k | 69.28 |
| 2016-06-30 | $436k | 7.0k | 62.09 |
| 2013-03-31 | $112k | 2.3k | 49.04 |