JPMorgan Chase & Co. shares owned by Fiduciary Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $990k | 4.7k | 210.86 |
| 2024-06-30 | $938k | 4.6k | 202.26 |
| 2024-03-31 | $918k | 4.6k | 200.29 |
| 2023-12-31 | $779k | 4.6k | 170.11 |
| 2023-09-30 | $1.4M | 9.4k | 145.02 |
| 2023-06-30 | $1.8M | 13k | 145.43 |
| 2023-03-31 | $1.6M | 13k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.14 |
| 2022-09-30 | $1.3M | 12k | 104.52 |
| 2022-06-30 | $1.4M | 12k | 112.59 |
| 2022-03-31 | $1.5M | 11k | 136.33 |
| 2021-12-31 | $1.5M | 9.6k | 158.35 |
| 2021-09-30 | $2.3M | 14k | 163.66 |
| 2021-06-30 | $1.6M | 10k | 155.55 |
| 2021-03-31 | $923k | 7.3k | 127.14 |
| 2020-12-31 | $923k | 7.3k | 127.14 |
| 2020-09-30 | $689k | 7.2k | 96.26 |
| 2020-06-30 | $389k | 4.0k | 96.57 |
| 2020-03-31 | $363k | 4.0k | 90.12 |
| 2019-12-31 | $544k | 4.0k | 134.39 |