JPMorgan Chase & Co. shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.8M | 16k | 239.71 |
| 2024-09-30 | $3.4M | 16k | 210.86 |
| 2024-06-30 | $3.3M | 17k | 202.26 |
| 2024-03-31 | $3.2M | 16k | 200.30 |
| 2023-12-31 | $2.8M | 16k | 170.10 |
| 2023-09-30 | $2.4M | 16k | 145.02 |
| 2023-06-30 | $2.4M | 17k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.9M | 18k | 104.51 |
| 2022-06-30 | $2.6M | 23k | 112.60 |
| 2022-03-31 | $3.0M | 22k | 136.33 |
| 2021-12-31 | $2.6M | 16k | 158.37 |
| 2021-09-30 | $2.7M | 17k | 163.68 |
| 2021-06-30 | $2.5M | 16k | 155.54 |
| 2021-03-31 | $2.4M | 16k | 152.26 |
| 2020-12-31 | $2.1M | 17k | 127.06 |
| 2020-09-30 | $1.6M | 16k | 96.27 |
| 2020-06-30 | $1.7M | 18k | 94.05 |
| 2020-03-31 | $1.6M | 18k | 90.04 |
| 2019-12-31 | $3.1M | 3.1k | 1000.00 |
| 2019-09-30 | $2.6M | 22k | 117.69 |
| 2019-06-30 | $3.0M | 27k | 111.81 |
| 2019-03-31 | $2.4M | 24k | 101.26 |
| 2018-12-31 | $2.7M | 27k | 97.56 |
| 2018-09-30 | $2.3M | 20k | 115.80 |
| 2018-06-30 | $2.3M | 22k | 103.70 |
| 2018-03-31 | $2.3M | 21k | 109.34 |
| 2017-12-31 | $1.7M | 16k | 107.52 |
| 2017-09-30 | $2.1M | 22k | 95.96 |
| 2017-06-30 | $1.9M | 21k | 91.28 |
More positions owned by Institute For Wealth Management
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