JPMorgan Chase & Co. shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $562k | 3.3k | 170.10 |
| 2023-09-30 | $479k | 3.3k | 145.02 |
| 2023-06-30 | $472k | 3.2k | 145.44 |
| 2023-03-31 | $417k | 3.2k | 130.31 |
| 2022-12-31 | $429k | 3.2k | 134.10 |
| 2022-09-30 | $355k | 3.4k | 104.44 |
| 2022-06-30 | $388k | 3.4k | 112.63 |
| 2022-03-31 | $457k | 3.4k | 136.34 |
| 2021-12-31 | $479k | 3.0k | 158.19 |
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