JPMorgan Chase & Co. shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 45k | 210.86 |
| 2024-06-30 | $9.3M | 46k | 202.26 |
| 2024-03-31 | $8.2M | 41k | 200.30 |
| 2023-12-31 | $6.8M | 40k | 170.10 |
| 2023-09-30 | $6.0M | 42k | 145.02 |
| 2023-06-30 | $5.8M | 40k | 145.44 |
| 2023-03-31 | $5.3M | 41k | 130.31 |
| 2022-12-31 | $5.3M | 40k | 134.10 |
| 2022-09-30 | $4.0M | 38k | 104.49 |
| 2022-03-31 | $4.7M | 34k | 136.29 |
| 2021-12-31 | $5.4M | 34k | 158.33 |
More positions owned by Confluence Wealth Services
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