JPMorgan Chase & Co. shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Intergy Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $550k | 2.7k | 200.30 |
2023-12-31 | $473k | 2.8k | 170.10 |
2023-09-30 | $431k | 3.0k | 145.02 |
2023-06-30 | $414k | 2.8k | 145.44 |
2023-03-31 | $366k | 2.8k | 130.31 |
2022-12-31 | $362k | 2.7k | 134.10 |