JPMorgan Chase & Co. shares owned by Fairhaven Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fairhaven Wealth Management
from 13F filings
Historical chart of Fairhaven Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fairhaven Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.2M | 29k | 210.86 |
| 2024-06-30 | $5.9M | 29k | 202.26 |
| 2024-03-31 | $5.9M | 29k | 200.30 |
| 2023-12-31 | $5.1M | 30k | 170.10 |
| 2023-09-30 | $4.4M | 30k | 145.02 |
| 2023-06-30 | $4.4M | 30k | 145.44 |
| 2022-12-31 | $3.8M | 28k | 134.10 |
| 2022-09-30 | $2.9M | 27k | 104.50 |
| 2022-06-30 | $3.0M | 27k | 112.61 |
| 2022-03-31 | $3.5M | 26k | 136.31 |
| 2021-12-31 | $3.9M | 25k | 158.37 |
| 2021-09-30 | $4.1M | 25k | 163.71 |
| 2021-06-30 | $3.5M | 23k | 155.55 |
| 2021-03-31 | $3.3M | 22k | 152.25 |
| 2020-12-31 | $2.6M | 21k | 127.07 |
| 2020-09-30 | $1.8M | 19k | 96.28 |
| 2020-06-30 | $1.6M | 17k | 94.06 |
| 2020-03-31 | $1.1M | 12k | 90.06 |
| 2019-12-31 | $892k | 6.4k | 139.42 |
| 2019-09-30 | $753k | 6.4k | 117.69 |
| 2019-06-30 | $715k | 6.4k | 111.75 |
| 2019-03-31 | $541k | 5.3k | 101.25 |
| 2018-12-31 | $563k | 5.8k | 97.56 |
More positions owned by Fairhaven Wealth Management
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