JPMorgan Chase & Co. shares owned by Curi Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 91k | 170.10 |
| 2023-09-30 | $15M | 101k | 145.02 |
| 2023-06-30 | $16M | 107k | 145.44 |
| 2023-03-31 | $15M | 112k | 130.31 |
| 2022-12-31 | $17M | 130k | 134.10 |
| 2022-09-30 | $14M | 131k | 104.49 |
| 2022-06-30 | $13M | 114k | 112.60 |
| 2022-03-31 | $15M | 112k | 136.32 |
| 2021-12-31 | $21M | 129k | 158.35 |
| 2021-09-30 | $303k | 1.9k | 163.52 |
| 2021-06-30 | $285k | 1.8k | 155.23 |
| 2021-03-31 | $279k | 1.8k | 152.04 |
| 2020-12-31 | $194k | 1.5k | 126.71 |