JPMorgan Chase & Co. shares owned by Forza Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Forza Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.7M | 18k | 210.86 |
2024-06-30 | $3.5M | 17k | 202.26 |
2024-03-31 | $3.4M | 17k | 200.30 |
2023-12-31 | $3.0M | 18k | 170.10 |
2023-09-30 | $3.0M | 21k | 145.02 |
2023-06-30 | $3.0M | 20k | 145.44 |
2023-03-31 | $2.7M | 21k | 130.31 |
2022-12-31 | $2.3M | 17k | 134.10 |