JPMorgan Chase & Co. shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by FirstPurpose Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 5.9k | 195.47 |
2023-12-31 | $1.0M | 5.9k | 170.10 |
2023-09-30 | $852k | 5.9k | 145.02 |
2023-06-30 | $838k | 5.8k | 145.44 |
2023-03-31 | $744k | 5.7k | 130.31 |
2022-12-31 | $743k | 5.5k | 134.10 |
2022-09-30 | $592k | 5.7k | 104.45 |
2022-06-30 | $594k | 5.3k | 112.56 |
2022-03-31 | $679k | 5.0k | 136.32 |
2021-12-31 | $749k | 4.7k | 158.25 |