JPMorgan Chase & Co. shares owned by Center for Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 18k | 200.30 |
| 2023-12-31 | $3.0M | 18k | 170.10 |
| 2023-09-30 | $2.5M | 18k | 145.02 |
| 2023-06-30 | $2.4M | 17k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.3M | 17k | 134.10 |
| 2022-09-30 | $1.8M | 17k | 104.48 |
| 2022-06-30 | $1.9M | 17k | 112.60 |
| 2022-03-31 | $2.3M | 17k | 136.32 |
| 2021-12-31 | $2.8M | 18k | 158.34 |
| 2021-09-30 | $2.8M | 17k | 163.69 |
| 2021-06-30 | $2.6M | 17k | 155.55 |
| 2021-03-31 | $2.6M | 17k | 152.25 |
| 2020-12-31 | $2.2M | 17k | 127.07 |
| 2020-09-30 | $1.6M | 17k | 96.30 |
| 2020-06-30 | $1.6M | 17k | 94.09 |
| 2020-03-31 | $1.4M | 16k | 90.05 |
| 2019-12-31 | $2.3M | 17k | 139.43 |
More positions owned by Center for Financial Planning
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