JPMorgan Chase & Co. shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40k | 189 | 210.86 |
| 2024-06-30 | $28k | 139 | 202.26 |
| 2024-03-31 | $28k | 139 | 200.30 |
| 2023-12-31 | $17k | 99 | 170.09 |
| 2023-09-30 | $14k | 99 | 145.01 |
| 2023-06-30 | $14k | 99 | 145.44 |
| 2023-03-31 | $13k | 99 | 130.31 |
| 2022-12-31 | $11k | 85 | 129.41 |
| 2022-09-30 | $9.0k | 85 | 105.88 |
| 2022-06-30 | $10k | 85 | 117.65 |
| 2022-03-31 | $12k | 85 | 141.18 |
| 2021-12-31 | $37k | 235 | 157.45 |
| 2021-09-30 | $14k | 85 | 164.71 |
| 2021-06-30 | $13k | 85 | 152.94 |
| 2021-03-31 | $18k | 121 | 148.76 |
| 2020-12-31 | $3.0k | 25 | 120.00 |
| 2020-09-30 | $5.0k | 49 | 102.04 |
| 2020-06-30 | $2.0k | 25 | 80.00 |
| 2020-03-31 | $2.0k | 25 | 80.00 |
| 2019-12-31 | $3.0k | 25 | 120.00 |