JPMorgan Chase & Co. shares owned by Buttonwood Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Buttonwood Financial Advisors
from 13F filings
Historical chart of Buttonwood Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Buttonwood Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 5.8k | 200.28 |
| 2023-12-31 | $1.0M | 5.9k | 170.10 |
| 2023-09-30 | $869k | 6.0k | 145.02 |
| 2023-06-30 | $858k | 5.9k | 145.45 |
| 2023-03-31 | $696k | 5.3k | 130.32 |
| 2022-12-31 | $716k | 5.3k | 134.09 |
| 2022-09-30 | $619k | 5.7k | 109.42 |
| 2022-06-30 | $655k | 5.8k | 112.52 |
| 2022-03-31 | $469k | 3.4k | 136.34 |
| 2021-12-31 | $267k | 1.7k | 158.18 |
More positions owned by Buttonwood Financial Advisors
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