JPMorgan Chase & Co. shares owned by Engrave Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Engrave Wealth Partners
from 13F filings
Historical chart of Engrave Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Engrave Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $803k | 4.7k | 170.10 |
| 2023-09-30 | $669k | 4.6k | 145.02 |
| 2023-06-30 | $607k | 4.2k | 145.44 |
| 2023-03-31 | $576k | 4.2k | 137.67 |
| 2022-12-31 | $579k | 4.2k | 136.57 |
| 2022-09-30 | $326k | 3.1k | 104.45 |
| 2022-06-30 | $371k | 3.3k | 112.70 |
| 2022-03-31 | $449k | 3.3k | 136.39 |
| 2021-12-31 | $521k | 3.3k | 158.26 |
| 2021-09-30 | $794k | 4.9k | 163.71 |
| 2021-06-30 | $848k | 5.5k | 155.60 |
| 2021-03-31 | $601k | 3.9k | 152.31 |
| 2020-12-31 | $555k | 4.0k | 140.36 |
| 2020-09-30 | $275k | 2.8k | 97.86 |
| 2020-06-30 | $401k | 4.3k | 93.87 |
| 2020-03-31 | $384k | 4.3k | 89.91 |
| 2019-12-31 | $640k | 4.6k | 139.25 |