JPMorgan Chase & Co. shares owned by Dorchester Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Dorchester Wealth Management
from 13F filings
Historical chart of Dorchester Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Dorchester Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 59k | 210.86 |
| 2024-06-30 | $12M | 59k | 202.26 |
| 2024-03-31 | $13M | 62k | 200.30 |
| 2023-12-31 | $11M | 64k | 170.10 |
| 2023-09-30 | $9.4M | 65k | 145.02 |
| 2023-06-30 | $9.4M | 65k | 145.44 |
| 2023-03-31 | $8.5M | 65k | 130.31 |
| 2022-12-31 | $7.6M | 57k | 134.10 |
| 2022-09-30 | $6.8M | 65k | 104.50 |
| 2022-06-30 | $7.2M | 64k | 112.61 |
| 2022-03-31 | $9.7M | 57k | 170.34 |
| 2021-12-31 | $6.2M | 39k | 158.35 |
| 2021-09-30 | $6.2M | 38k | 163.69 |
| 2021-06-30 | $6.2M | 40k | 155.55 |
| 2021-03-31 | $6.2M | 41k | 152.23 |
| 2020-12-31 | $5.1M | 40k | 127.08 |
| 2020-09-30 | $4.1M | 42k | 96.27 |
| 2020-06-30 | $4.0M | 42k | 94.06 |
| 2020-03-31 | $3.8M | 43k | 90.03 |
| 2019-12-31 | $4.8M | 35k | 139.40 |
| 2019-09-30 | $4.0M | 34k | 117.70 |
| 2019-06-30 | $4.1M | 37k | 111.80 |
| 2019-03-31 | $3.7M | 37k | 101.23 |
| 2018-12-31 | $3.6M | 37k | 97.62 |
| 2018-09-30 | $3.5M | 31k | 112.83 |
| 2018-06-30 | $3.1M | 30k | 104.19 |
| 2018-03-31 | $3.3M | 30k | 109.98 |
| 2017-12-31 | $3.3M | 31k | 106.93 |
| 2017-09-30 | $3.0M | 32k | 95.50 |
| 2017-06-30 | $2.9M | 32k | 91.40 |
| 2017-03-31 | $2.8M | 32k | 87.83 |
| 2016-12-31 | $2.8M | 32k | 86.29 |
| 2016-09-30 | $2.3M | 34k | 66.60 |
| 2016-06-30 | $2.1M | 34k | 62.13 |
| 2016-03-31 | $1.9M | 32k | 59.23 |
| 2015-12-31 | $302k | 4.6k | 65.94 |
| 2015-09-30 | $373k | 4.6k | 81.44 |
| 2015-06-30 | $372k | 4.4k | 84.55 |
More positions owned by Dorchester Wealth Management
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