JPMorgan Chase & Co. shares owned by Halpern Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228k | 1.1k | 207.29 |
| 2024-06-30 | $243k | 1.2k | 202.26 |
| 2024-03-31 | $296k | 1.5k | 198.30 |
| 2023-12-31 | $255k | 1.5k | 171.33 |
| 2023-09-30 | $210k | 1.4k | 145.02 |
| 2023-06-30 | $192k | 1.3k | 145.38 |
| 2023-03-31 | $186k | 1.4k | 130.31 |
| 2022-12-31 | $192k | 1.4k | 134.10 |
| 2022-09-30 | $149k | 1.4k | 104.50 |
| 2022-06-30 | $168k | 1.5k | 112.61 |
| 2022-03-31 | $183k | 1.3k | 136.32 |
| 2021-12-31 | $244k | 1.5k | 158.35 |
| 2021-09-30 | $252k | 1.5k | 163.69 |
| 2021-06-30 | $19k | 125 | 155.54 |
| 2021-03-31 | $19k | 125 | 152.23 |
| 2020-12-31 | $8.4k | 66 | 127.08 |
| 2020-09-30 | $6.4k | 66 | 96.27 |
| 2020-06-30 | $6.2k | 66 | 94.06 |