JPMorgan Chase & Co. shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $425k | 2.0k | 210.87 |
| 2024-06-30 | $407k | 2.0k | 202.31 |
| 2024-03-31 | $403k | 2.0k | 200.26 |
| 2023-09-30 | $288k | 2.0k | 144.99 |
| 2023-06-30 | $318k | 2.2k | 145.47 |
| 2023-03-31 | $284k | 2.2k | 130.31 |
| 2022-12-31 | $323k | 2.4k | 134.08 |
| 2022-09-30 | $250k | 2.4k | 104.43 |
| 2022-06-30 | $250k | 2.2k | 112.66 |
| 2022-03-31 | $351k | 2.6k | 136.31 |
| 2021-12-31 | $393k | 2.5k | 158.28 |
| 2021-09-30 | $406k | 2.5k | 163.64 |
| 2021-06-30 | $385k | 2.5k | 155.24 |
| 2021-03-31 | $385k | 2.5k | 155.24 |
| 2020-12-31 | $190k | 1.5k | 126.92 |