JPMorgan Chase & Co. shares owned by Defined Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 9.0k | 239.71 |
| 2024-09-30 | $1.9M | 8.9k | 210.86 |
| 2024-06-30 | $1.8M | 8.8k | 202.26 |
| 2024-03-31 | $1.8M | 8.8k | 200.30 |
| 2023-12-31 | $1.5M | 8.7k | 170.10 |
| 2023-09-30 | $1.3M | 8.7k | 145.02 |
| 2023-06-30 | $1.3M | 8.7k | 145.44 |
| 2023-03-31 | $1.1M | 8.6k | 130.31 |
| 2022-12-31 | $1.2M | 8.6k | 134.10 |
| 2022-09-30 | $897k | 8.6k | 104.47 |
| 2022-06-30 | $967k | 8.6k | 112.63 |
| 2022-03-31 | $1.2M | 8.6k | 136.27 |
| 2021-12-31 | $1.4M | 8.6k | 158.40 |
| 2021-09-30 | $1.4M | 8.6k | 163.64 |
| 2021-06-30 | $1.3M | 8.5k | 155.52 |
| 2021-03-31 | $1.3M | 8.5k | 152.25 |
| 2020-12-31 | $1.1M | 8.5k | 127.13 |