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JPMorgan Chase & Co. shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cook Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $563k 3.3k 170.50
2023-09-30 $454k 3.2k 140.76
2023-06-30 $440k 2.8k 156.02
2023-03-31 $355k 2.6k 137.05
2022-12-31 $345k 2.6k 134.10
2022-09-30 $321k 2.6k 124.76
2022-06-30 $294k 2.6k 114.26
2022-03-31 $329k 2.7k 124.01
2021-12-31 $405k 2.7k 152.66