JPMorgan Chase & Co. shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $846k | 4.0k | 210.84 |
| 2024-06-30 | $796k | 3.9k | 202.26 |
| 2024-03-31 | $791k | 4.0k | 200.28 |
| 2023-12-31 | $673k | 4.0k | 170.10 |
| 2023-09-30 | $571k | 3.9k | 145.04 |
| 2023-06-30 | $571k | 3.9k | 145.44 |
| 2023-03-31 | $496k | 3.8k | 130.32 |
| 2022-12-31 | $501k | 3.7k | 134.09 |
| 2022-09-30 | $381k | 3.6k | 104.64 |
| 2022-06-30 | $411k | 3.7k | 112.54 |
| 2022-03-31 | $472k | 3.5k | 136.46 |
| 2021-12-31 | $458k | 2.9k | 158.42 |
| 2021-09-30 | $470k | 2.9k | 163.65 |
| 2021-06-30 | $447k | 2.9k | 155.69 |
| 2021-03-31 | $435k | 2.9k | 152.20 |
| 2020-12-31 | $356k | 2.8k | 126.96 |