JPMorgan Chase & Co. shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $144k | 992 | 145.02 |
2023-06-30 | $144k | 992 | 145.44 |
2023-03-31 | $119k | 911 | 130.31 |
2022-12-31 | $130k | 970 | 134.10 |
2022-09-30 | $101k | 970 | 104.12 |
2022-06-30 | $109k | 964 | 113.07 |
2022-03-31 | $131k | 964 | 135.89 |
2021-12-31 | $157k | 993 | 158.11 |
2021-09-30 | $180k | 1.1k | 164.08 |
2021-06-30 | $184k | 1.2k | 155.41 |
2021-03-31 | $809k | 5.3k | 152.24 |
2020-12-31 | $661k | 5.2k | 126.99 |
2020-09-30 | $545k | 5.7k | 96.27 |
2020-06-30 | $524k | 5.6k | 94.04 |
2020-03-31 | $248k | 2.8k | 90.12 |
2019-12-31 | $173k | 1.2k | 139.07 |