JPMorgan Chase & Co. shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Clearview Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $853k | 4.3k | 200.29 |
2023-12-31 | $927k | 5.4k | 170.09 |
2023-09-30 | $791k | 5.5k | 145.02 |
2023-06-30 | $824k | 5.7k | 145.45 |
2023-03-31 | $764k | 5.9k | 130.31 |
2022-12-31 | $1.1M | 8.1k | 134.10 |
2022-09-30 | $850k | 8.1k | 104.49 |
2022-06-30 | $903k | 8.0k | 112.59 |
2022-03-31 | $1.1M | 7.9k | 136.35 |
2021-12-31 | $1.3M | 8.2k | 158.32 |
2021-09-30 | $1.3M | 7.8k | 163.71 |
2021-06-30 | $1.2M | 7.6k | 155.59 |
2021-03-31 | $1.1M | 7.3k | 152.29 |
2020-12-31 | $817k | 6.4k | 127.00 |