JPMorgan Chase & Co. shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Consolidated Planning Corp 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 Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 58k | 210.86 |
| 2024-06-30 | $11M | 56k | 202.26 |
| 2024-03-31 | $11M | 53k | 200.30 |
| 2023-12-31 | $8.7M | 51k | 170.10 |
| 2023-09-30 | $7.1M | 49k | 145.02 |
| 2023-06-30 | $5.7M | 39k | 145.37 |
| 2023-03-31 | $4.6M | 36k | 130.31 |
| 2022-12-31 | $4.4M | 33k | 134.10 |
| 2022-09-30 | $3.3M | 31k | 104.51 |
| 2022-06-30 | $3.5M | 32k | 112.60 |
| 2022-03-31 | $571k | 4.2k | 136.41 |
| 2021-12-31 | $654k | 4.1k | 158.47 |
| 2021-09-30 | $676k | 4.1k | 163.80 |
| 2021-06-30 | $645k | 4.2k | 155.38 |
| 2021-03-31 | $629k | 4.1k | 152.15 |
| 2020-12-31 | $549k | 4.3k | 126.88 |
| 2020-09-30 | $297k | 3.1k | 96.15 |
| 2020-06-30 | $264k | 2.8k | 93.92 |
| 2020-03-31 | $260k | 2.9k | 89.97 |
| 2019-12-31 | $383k | 2.7k | 139.32 |
More positions owned by Consolidated Planning Corp
Home Depot (HD)
View all positions for Consolidated Planning Corp