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JPMorgan Chase & Co. shares owned by Executive Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Executive Wealth Management from 13F filings

Historical chart of Executive Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Executive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Executive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 55k 210.85
2024-06-30 $11M 55k 202.26
2024-03-31 $11M 54k 198.94
2023-12-31 $2.1M 12k 170.11
2023-09-30 $1.6M 11k 145.03
2023-06-30 $1.5M 10k 145.45
2023-03-31 $1.3M 9.9k 130.32
2022-12-31 $1.4M 10k 134.10
2022-09-30 $876k 876 1000.00
2022-06-30 $1.1M 9.8k 112.54
2022-03-31 $1.4M 11k 136.25
2021-12-31 $1.3M 8.0k 158.23
2021-09-30 $1.4M 8.3k 163.63
2021-06-30 $1.2M 8.0k 155.43
2021-03-31 $1.2M 7.9k 152.17
2020-12-31 $917k 7.2k 127.01
2020-09-30 $667k 6.9k 96.19
2020-06-30 $592k 6.3k 93.94
2020-03-31 $551k 6.1k 89.96
2019-12-31 $864k 6.2k 139.29
2019-09-30 $1.0M 8.7k 117.61
2019-06-30 $966k 8.6k 111.78
2019-03-31 $539k 5.3k 101.26
2018-12-31 $570k 5.8k 97.54