JPMorgan Chase & Co. shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by FSM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 9.9k | 210.86 |
2024-06-30 | $1.9M | 9.4k | 202.27 |
2024-03-31 | $1.9M | 9.3k | 200.30 |
2023-12-31 | $1.6M | 9.1k | 170.10 |
2023-09-30 | $1.3M | 9.2k | 145.01 |
2023-06-30 | $1.4M | 9.7k | 147.43 |
2023-03-31 | $1.2M | 9.4k | 130.31 |
2022-12-31 | $1.2M | 8.6k | 134.10 |
2022-09-30 | $913k | 8.7k | 104.49 |
2022-06-30 | $938k | 8.2k | 114.36 |