JPMorgan Chase & Co. shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31M | 147k | 210.86 |
| 2024-06-30 | $29M | 144k | 202.26 |
| 2024-03-31 | $28M | 140k | 200.32 |
| 2023-09-30 | $16M | 111k | 145.02 |
| 2023-06-30 | $16M | 110k | 145.44 |
| 2023-03-31 | $13M | 101k | 130.31 |
| 2022-12-31 | $9.1M | 68k | 134.09 |
| 2022-09-30 | $7.4M | 71k | 104.50 |
| 2022-06-30 | $8.0M | 71k | 112.61 |
| 2022-03-31 | $9.9M | 73k | 136.32 |
| 2021-12-31 | $10M | 66k | 158.35 |
| 2021-09-30 | $10M | 62k | 163.69 |
| 2021-06-30 | $7.4M | 48k | 155.54 |
| 2021-03-31 | $6.5M | 43k | 152.22 |
| 2020-12-31 | $5.1M | 40k | 127.07 |
| 2020-09-30 | $3.5M | 36k | 96.26 |
| 2020-06-30 | $3.1M | 33k | 94.05 |
| 2020-03-31 | $2.7M | 30k | 90.04 |
| 2019-12-31 | $3.1M | 22k | 139.39 |
| 2019-09-30 | $1.7M | 15k | 117.72 |
| 2019-06-30 | $1.5M | 15k | 104.25 |
| 2019-03-31 | $1.1M | 11k | 101.26 |
| 2018-12-31 | $923k | 9.5k | 97.57 |
| 2018-09-30 | $948k | 8.3k | 113.55 |
| 2018-06-30 | $889k | 8.5k | 105.13 |
| 2018-03-31 | $893k | 8.3k | 107.89 |
| 2017-12-31 | $864k | 8.0k | 108.45 |
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