JPMorgan Chase & Co. shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $289k | 1.5k | 195.50 |
| 2023-12-31 | $268k | 1.6k | 167.45 |
| 2023-06-30 | $260k | 1.8k | 144.36 |
| 2023-03-31 | $235k | 1.8k | 127.49 |
| 2022-12-31 | $270k | 1.9k | 138.60 |
| 2022-09-30 | $203k | 1.9k | 104.75 |
| 2021-12-31 | $211k | 1.3k | 168.80 |
| 2021-03-31 | $229k | 1.5k | 156.21 |
| 2020-12-31 | $224k | 1.6k | 138.19 |
| 2019-06-30 | $241k | 2.2k | 111.94 |
| 2019-03-31 | $5.0k | 49 | 102.04 |
| 2018-12-31 | $15k | 149 | 100.67 |
| 2018-09-30 | $17k | 149 | 114.09 |
| 2018-06-30 | $17k | 158 | 107.59 |