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JPMorgan Chase & Co. shares owned by Global Wealth Management Investment Advisory

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Global Wealth Management Investment Advisory from 13F filings

Historical chart of Global Wealth Management Investment Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Global Wealth Management Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.4M 43k 170.10
2023-09-30 $6.3M 44k 145.02
2023-06-30 $6.3M 43k 145.44
2023-03-31 $5.5M 42k 130.31
2022-12-31 $5.5M 41k 134.10
2022-09-30 $3.8M 37k 104.47
2022-06-30 $4.3M 39k 112.61
2022-03-31 $4.4M 32k 136.31
2021-12-31 $4.9M 31k 158.34
2021-09-30 $5.0M 31k 163.70
2021-06-30 $4.5M 29k 155.54
2021-03-31 $4.3M 28k 152.23
2020-12-31 $3.8M 30k 127.09
2020-09-30 $2.8M 29k 96.28
2020-06-30 $2.5M 26k 94.06
2020-03-31 $2.2M 24k 90.02
2019-12-31 $2.4M 17k 139.41
2019-09-30 $2.1M 18k 117.69
2019-06-30 $1.9M 17k 111.82
2019-03-31 $1.6M 16k 101.25
2018-12-31 $1.4M 15k 97.63