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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

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Quarterly 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