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JPMorgan Chase & Co. shares owned by Forum Private Client Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $769k 4.5k 170.11
2023-06-30 $681k 4.7k 145.43
2023-03-31 $608k 4.7k 130.30
2022-12-31 $659k 4.9k 134.10
2022-09-30 $544k 5.2k 104.58
2022-06-30 $584k 5.2k 112.52
2022-03-31 $742k 5.4k 136.27