JPMorgan Chase & Co. shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 24k | 210.86 |
| 2024-06-30 | $5.1M | 25k | 202.26 |
| 2024-03-31 | $4.5M | 22k | 200.30 |
| 2023-12-31 | $4.1M | 24k | 170.10 |
| 2023-09-30 | $2.7M | 19k | 145.02 |
| 2023-06-30 | $1.5M | 11k | 145.44 |
| 2023-03-31 | $1.1M | 8.2k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |
| 2022-09-30 | $1.4M | 14k | 104.48 |
| 2022-06-30 | $1.5M | 14k | 112.58 |
| 2022-03-31 | $1.9M | 14k | 136.31 |
| 2021-12-31 | $2.2M | 14k | 158.32 |
| 2021-09-30 | $2.9M | 18k | 163.71 |
| 2021-06-30 | $2.8M | 18k | 155.53 |
| 2021-03-31 | $1.2M | 23k | 49.67 |
| 2020-12-31 | $2.7M | 21k | 127.08 |
| 2020-09-30 | $2.1M | 21k | 96.28 |
| 2020-06-30 | $1.6M | 17k | 94.09 |
| 2020-03-31 | $1.5M | 17k | 90.03 |
| 2019-12-31 | $2.4M | 17k | 139.43 |
| 2019-09-30 | $2.1M | 18k | 117.71 |
| 2019-06-30 | $1.4M | 13k | 111.77 |
| 2019-03-31 | $721k | 7.1k | 101.21 |
| 2018-12-31 | $647k | 6.6k | 97.56 |
| 2018-09-30 | $758k | 6.7k | 113.56 |
| 2018-06-30 | $647k | 6.2k | 105.07 |
| 2018-03-31 | $671k | 6.2k | 107.83 |
| 2017-12-31 | $629k | 5.8k | 108.58 |
| 2017-09-30 | $701k | 7.3k | 96.36 |
| 2017-06-30 | $690k | 7.4k | 93.26 |
| 2017-03-31 | $637k | 7.4k | 86.22 |
| 2016-12-31 | $661k | 7.6k | 87.09 |
| 2016-09-30 | $517k | 7.8k | 66.59 |
More positions owned by Connecticut Wealth Management
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