JPMorgan Chase & Co. shares owned by Edge Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $19M | 93k | 200.30 |
| 2023-12-31 | $16M | 95k | 170.10 |
| 2023-09-30 | $14M | 95k | 145.02 |
| 2023-06-30 | $14M | 96k | 145.44 |
| 2023-03-31 | $12M | 94k | 130.17 |
| 2022-12-31 | $12M | 86k | 133.12 |
| 2022-09-30 | $10M | 96k | 105.65 |
| 2022-06-30 | $11M | 96k | 112.61 |
| 2022-03-31 | $13M | 95k | 136.32 |
| 2021-12-31 | $15M | 92k | 158.35 |
| 2021-09-30 | $15M | 91k | 163.69 |
| 2021-06-30 | $14M | 87k | 155.27 |
| 2021-03-31 | $13M | 87k | 152.23 |
| 2020-12-31 | $12M | 90k | 126.67 |
| 2020-09-30 | $10M | 106k | 96.27 |
| 2020-06-30 | $11M | 116k | 94.06 |
| 2020-03-31 | $11M | 121k | 91.06 |
| 2019-12-31 | $14M | 100k | 138.86 |
| 2019-09-30 | $12M | 99k | 117.69 |
| 2019-06-30 | $12M | 103k | 111.72 |
| 2019-03-31 | $11M | 107k | 101.28 |
| 2018-12-31 | $11M | 108k | 97.62 |
| 2018-09-30 | $9.2M | 82k | 112.84 |
| 2018-06-30 | $8.6M | 82k | 104.20 |
| 2018-03-31 | $9.3M | 85k | 109.97 |
| 2017-12-31 | $9.3M | 87k | 107.55 |
| 2017-09-30 | $8.9M | 93k | 95.38 |
| 2017-06-30 | $9.5M | 102k | 93.39 |
| 2017-03-31 | $9.4M | 107k | 88.01 |
| 2016-12-31 | $8.5M | 99k | 86.05 |
| 2016-09-30 | $6.6M | 101k | 65.60 |
| 2016-06-30 | $6.2M | 100k | 62.05 |
| 2016-03-31 | $5.5M | 94k | 59.22 |
| 2015-12-31 | $6.0M | 91k | 66.40 |
| 2015-09-30 | $6.1M | 101k | 60.21 |
| 2015-06-30 | $7.8M | 115k | 67.75 |
| 2015-03-31 | $7.1M | 117k | 60.88 |
| 2014-12-31 | $2.5M | 39k | 62.80 |
| 2014-09-30 | $2.6M | 43k | 60.34 |
| 2014-06-30 | $1.9M | 33k | 57.60 |
| 2014-03-31 | $993k | 16k | 60.69 |
| 2013-12-31 | $962k | 17k | 58.46 |
| 2013-09-30 | $851k | 17k | 51.71 |
| 2013-06-30 | $870k | 17k | 52.87 |