JPMorgan Chase & Co. shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.3M | 43k | 170.10 |
| 2023-09-30 | $6.2M | 43k | 145.02 |
| 2023-06-30 | $6.2M | 43k | 145.44 |
| 2023-03-31 | $5.6M | 43k | 130.31 |
| 2022-12-31 | $5.7M | 43k | 134.10 |
| 2022-09-30 | $4.5M | 43k | 104.51 |
| 2022-06-30 | $4.8M | 42k | 112.62 |
| 2022-03-31 | $5.6M | 41k | 136.33 |
| 2021-12-31 | $6.5M | 41k | 158.34 |
| 2021-09-30 | $6.7M | 41k | 163.69 |
| 2021-06-30 | $6.4M | 41k | 155.54 |
| 2021-03-31 | $6.2M | 41k | 152.23 |
| 2020-12-31 | $5.1M | 40k | 127.07 |
| 2020-09-30 | $3.8M | 40k | 96.26 |
| 2020-06-30 | $3.7M | 39k | 94.07 |
| 2020-03-31 | $3.2M | 35k | 90.04 |
| 2019-12-31 | $4.4M | 31k | 139.41 |
| 2019-09-30 | $3.6M | 30k | 117.70 |
| 2019-06-30 | $3.4M | 30k | 111.79 |
| 2019-03-31 | $3.0M | 30k | 101.23 |
| 2018-12-31 | $2.8M | 29k | 97.62 |
| 2018-09-30 | $3.1M | 28k | 112.85 |
| 2018-06-30 | $3.0M | 29k | 104.21 |
| 2018-03-31 | $3.1M | 29k | 109.98 |
| 2017-12-31 | $3.1M | 29k | 106.95 |
| 2017-09-30 | $2.9M | 30k | 95.50 |
| 2017-06-30 | $2.8M | 30k | 91.39 |
| 2017-03-31 | $2.6M | 30k | 87.84 |
| 2016-12-31 | $2.7M | 32k | 86.29 |
More positions owned by Concentric Wealth Management
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