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JPMorgan Chase & Co. shares owned by Foster Victor Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Foster Victor Wealth Advisors from 13F filings

Historical chart of Foster Victor Wealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Foster Victor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Foster Victor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 7.6k 172.02
2023-09-30 $1.1M 7.4k 145.09
2023-06-30 $1.2M 8.0k 144.64
2023-03-31 $978k 7.6k 128.42
2022-12-31 $953k 6.9k 137.95
2022-09-30 $748k 6.9k 108.09
2022-06-30 $699k 6.2k 111.91
2022-03-31 $716k 5.4k 131.47
2021-12-31 $876k 5.2k 168.49
2021-09-30 $822k 5.0k 163.65
2021-06-30 $814k 5.2k 155.43
2021-03-31 $807k 5.2k 154.07
2020-12-31 $633k 5.0k 127.16
2020-09-30 $426k 4.4k 96.18
2020-06-30 $511k 5.4k 94.09
2020-03-31 $468k 5.3k 88.97
2019-12-31 $814k 5.9k 136.92
2019-09-30 $595k 5.2k 114.45
2019-06-30 $440k 3.9k 112.82
2019-03-31 $394k 3.9k 101.18
2018-12-31 $379k 3.9k 97.50