JPMorgan Chase & Co. shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 28k | 200.30 |
| 2023-12-31 | $3.7M | 22k | 170.10 |
| 2023-09-30 | $2.8M | 19k | 145.02 |
| 2023-06-30 | $2.5M | 17k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2022-12-31 | $1.1M | 8.3k | 134.10 |
| 2022-09-30 | $1.4M | 14k | 104.51 |
| 2022-06-30 | $1.5M | 14k | 112.62 |
| 2022-03-31 | $1.7M | 12k | 136.32 |
| 2021-12-31 | $1.8M | 12k | 158.30 |
| 2021-09-30 | $708k | 4.3k | 163.59 |
| 2021-06-30 | $1.5M | 9.7k | 155.51 |
| 2021-03-31 | $1.3M | 8.8k | 152.23 |
| 2020-12-31 | $547k | 4.3k | 127.12 |