JPMorgan Chase & Co. shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 16k | 170.10 |
| 2023-09-30 | $2.1M | 15k | 145.02 |
| 2023-06-30 | $2.0M | 14k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.6M | 12k | 134.10 |
| 2022-09-30 | $1.2M | 12k | 104.46 |
| 2022-06-30 | $1.3M | 12k | 112.65 |
| 2022-03-31 | $1.8M | 13k | 136.33 |
| 2021-12-31 | $2.2M | 14k | 158.37 |
| 2021-09-30 | $2.3M | 14k | 163.69 |
| 2021-06-30 | $2.2M | 14k | 155.57 |
| 2021-03-31 | $2.1M | 14k | 152.24 |
| 2020-12-31 | $1.9M | 15k | 127.10 |
| 2020-09-30 | $1.5M | 15k | 96.23 |
| 2020-06-30 | $1.4M | 15k | 94.08 |
| 2020-03-31 | $1.3M | 15k | 90.01 |
| 2019-12-31 | $2.1M | 15k | 139.38 |
| 2019-09-30 | $1.7M | 15k | 117.64 |
| 2019-06-30 | $1.7M | 15k | 111.79 |
| 2019-03-31 | $1.5M | 15k | 101.25 |
| 2018-12-31 | $1.5M | 15k | 97.61 |
| 2018-09-30 | $1.7M | 16k | 112.83 |
| 2018-06-30 | $1.6M | 15k | 104.18 |
| 2018-03-31 | $1.7M | 15k | 109.99 |
| 2017-12-31 | $1.7M | 16k | 106.95 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners