JPMorgan Chase & Co. shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.7M | 15k | 117.72 |
| 2020-06-30 | $1.4M | 14k | 94.05 |
| 2020-03-31 | $1.3M | 14k | 90.01 |
| 2019-12-31 | $1.7M | 15k | 117.72 |
| 2019-09-30 | $1.7M | 15k | 117.72 |
| 2019-06-30 | $1.7M | 15k | 111.82 |
| 2019-03-31 | $1.5M | 15k | 101.21 |
| 2018-12-31 | $1.5M | 15k | 97.63 |
| 2018-09-30 | $1.7M | 15k | 112.82 |
| 2018-06-30 | $1.6M | 16k | 104.22 |
| 2018-03-31 | $1.9M | 17k | 109.95 |
| 2017-12-31 | $1.9M | 18k | 106.95 |
| 2017-09-30 | $1.6M | 17k | 95.52 |
| 2017-06-30 | $1.5M | 17k | 87.86 |
| 2017-03-31 | $1.5M | 17k | 87.86 |
| 2016-12-31 | $1.8M | 21k | 86.28 |
| 2016-09-30 | $1.4M | 21k | 66.60 |
| 2016-06-30 | $1.4M | 23k | 62.12 |
| 2016-03-31 | $1.6M | 27k | 59.21 |
| 2015-12-31 | $1.8M | 28k | 66.02 |
| 2015-09-30 | $1.7M | 28k | 60.96 |
| 2015-06-30 | $1.9M | 27k | 67.77 |
| 2015-03-31 | $1.7M | 28k | 60.57 |
| 2014-12-31 | $1.8M | 29k | 62.57 |
| 2014-09-30 | $1.8M | 29k | 60.24 |
| 2014-06-30 | $1.8M | 32k | 57.62 |
| 2014-03-31 | $1.8M | 29k | 60.70 |
More positions owned by Confluence Wealth Management
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