JPMorgan Chase & Co. shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $68M | 401k | 170.10 |
| 2023-09-30 | $58M | 401k | 145.02 |
| 2023-06-30 | $58M | 401k | 145.44 |
| 2023-03-31 | $52M | 401k | 130.31 |
| 2022-12-31 | $54M | 401k | 134.10 |
| 2022-09-30 | $42M | 401k | 104.50 |
| 2022-06-30 | $45M | 401k | 112.61 |
| 2022-03-31 | $55M | 401k | 136.32 |
| 2021-12-31 | $63M | 400k | 158.35 |
| 2021-09-30 | $66M | 401k | 163.69 |
| 2021-06-30 | $62M | 401k | 155.54 |
| 2021-03-31 | $61M | 401k | 152.23 |
| 2020-12-31 | $51M | 401k | 127.07 |
| 2020-09-30 | $39M | 401k | 96.27 |
| 2020-06-30 | $38M | 401k | 94.06 |
| 2020-03-31 | $36M | 400k | 90.03 |
| 2019-12-31 | $56M | 400k | 139.40 |
| 2019-09-30 | $47M | 400k | 117.69 |
| 2019-06-30 | $45M | 400k | 111.80 |
| 2019-03-31 | $41M | 400k | 101.23 |
| 2018-12-31 | $39M | 400k | 97.62 |