JPMorgan Chase & Co. shares owned by Constellation Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Constellation Wealth Advisors
from 13F filings
Historical chart of Constellation Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Constellation Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $273k | 4.5k | 60.91 |
| 2015-06-30 | $314k | 4.6k | 67.79 |
| 2015-03-31 | $281k | 4.6k | 60.66 |
| 2014-12-31 | $255k | 4.1k | 62.47 |
| 2014-09-30 | $361k | 6.0k | 60.27 |
| 2014-06-30 | $230k | 4.0k | 57.64 |
| 2014-03-31 | $1.3M | 22k | 60.69 |
| 2013-12-31 | $1.4M | 25k | 58.46 |
| 2013-09-30 | $1.1M | 21k | 51.67 |
| 2013-06-30 | $1.3M | 24k | 52.78 |
| 2013-03-31 | $687k | 15k | 47.45 |
| 2012-12-31 | $412k | 9.4k | 43.95 |
| 2012-06-30 | $97k | 2.7k | 35.71 |
| 2012-03-31 | $108k | 2.3k | 46.06 |
More positions owned by Constellation Wealth Advisors
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