JPMorgan Chase & Co. shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 5.5k | 239.68 |
| 2024-09-30 | $1.2M | 5.9k | 210.85 |
| 2024-06-30 | $1.2M | 5.8k | 202.25 |
| 2024-03-31 | $1.2M | 5.8k | 200.29 |
| 2023-12-31 | $1.0M | 6.0k | 170.11 |
| 2023-09-30 | $814k | 5.9k | 139.01 |
| 2023-06-30 | $1.1M | 7.8k | 145.43 |
| 2023-03-31 | $1.1M | 8.2k | 130.31 |
| 2022-12-31 | $1.1M | 8.0k | 134.10 |
| 2022-09-30 | $847k | 8.1k | 104.49 |
| 2022-06-30 | $936k | 8.3k | 112.55 |
| 2022-03-31 | $1.1M | 7.8k | 136.32 |
| 2021-12-31 | $1.3M | 8.1k | 158.34 |
| 2021-09-30 | $1.2M | 7.1k | 163.63 |
| 2021-06-30 | $1.2M | 7.5k | 155.59 |
| 2021-03-31 | $1.0M | 6.8k | 152.17 |
| 2020-12-31 | $883k | 7.0k | 127.05 |
| 2020-09-30 | $530k | 5.5k | 96.22 |
| 2020-06-30 | $318k | 3.4k | 94.14 |
| 2020-03-31 | $237k | 2.6k | 89.94 |
More positions owned by Carolinas Wealth Consulting
View all positions for Carolinas Wealth Consulting