JPMorgan Chase & Co. shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.8M | 19k | 145.44 |
| 2023-03-31 | $2.4M | 19k | 130.31 |
| 2022-12-31 | $2.5M | 19k | 134.10 |
| 2022-09-30 | $2.0M | 20k | 104.50 |
| 2022-06-30 | $2.2M | 19k | 112.63 |
| 2022-03-31 | $2.8M | 21k | 136.32 |
| 2021-12-31 | $2.9M | 18k | 158.33 |
| 2021-09-30 | $2.9M | 18k | 163.67 |
| 2021-06-30 | $2.9M | 19k | 155.52 |
| 2021-03-31 | $2.8M | 18k | 152.21 |
| 2020-12-31 | $2.6M | 21k | 127.07 |
| 2020-09-30 | $2.3M | 24k | 96.27 |
| 2020-06-30 | $643k | 5.7k | 111.88 |
| 2020-03-31 | $581k | 5.7k | 101.27 |
| 2019-12-31 | $583k | 4.2k | 137.66 |
| 2019-09-30 | $754k | 6.4k | 117.76 |
| 2019-06-30 | $643k | 5.7k | 111.88 |
| 2019-03-31 | $581k | 5.7k | 101.27 |
| 2018-12-31 | $560k | 5.7k | 97.61 |
| 2018-09-30 | $533k | 4.7k | 112.80 |
| 2018-06-30 | $321k | 3.1k | 104.09 |
| 2018-03-31 | $339k | 3.1k | 110.03 |
| 2017-12-31 | $323k | 3.0k | 106.95 |
| 2017-09-30 | $285k | 3.0k | 95.64 |
| 2017-06-30 | $273k | 3.0k | 91.40 |
| 2017-03-31 | $350k | 4.0k | 87.94 |
| 2016-12-31 | $345k | 4.0k | 86.36 |
| 2016-09-30 | $255k | 3.8k | 66.58 |
| 2016-06-30 | $239k | 3.9k | 62.03 |
| 2016-03-31 | $229k | 3.9k | 59.23 |
| 2015-12-31 | $260k | 3.9k | 66.06 |
More positions owned by Intercontinental Wealth Advisors
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