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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.

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All positions including JPMorgan Chase & Co. held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
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