JPMorgan Chase & Co. shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 4.8k | 210.86 |
| 2024-06-30 | $519k | 2.6k | 202.26 |
| 2024-03-31 | $1.5M | 7.8k | 191.75 |
| 2023-12-31 | $640k | 3.8k | 170.10 |
| 2023-09-30 | $559k | 3.8k | 148.44 |
| 2023-06-30 | $1.1M | 6.9k | 156.91 |
| 2023-03-31 | $543k | 4.0k | 136.40 |
| 2022-12-31 | $505k | 3.8k | 134.10 |
| 2022-09-30 | $393k | 3.8k | 104.50 |
| 2022-06-30 | $254k | 2.3k | 112.61 |