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JPMorgan Chase & Co. shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 16k 202.26
2024-06-30 $3.2M 16k 202.26
2023-03-31 $1.9M 14k 130.31
2022-12-31 $1.5M 11k 134.10
2022-09-30 $1.2M 11k 104.46
2022-06-30 $970k 8.6k 112.66
2022-03-31 $961k 7.1k 136.27
2021-12-31 $1.0M 6.5k 158.36
2021-09-30 $1.2M 7.1k 163.75
2021-06-30 $1.4M 9.0k 155.54
2020-12-31 $1.7M 13k 127.09