JPMorgan Chase & Co. shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.0M | 21k | 145.02 |
| 2023-06-30 | $3.5M | 24k | 145.44 |
| 2023-03-31 | $3.1M | 24k | 130.31 |
| 2022-12-31 | $3.2M | 24k | 134.10 |
| 2022-09-30 | $2.4M | 23k | 104.49 |
| 2022-06-30 | $2.1M | 19k | 112.63 |
| 2022-03-31 | $2.0M | 15k | 136.29 |
| 2021-12-31 | $2.4M | 15k | 158.36 |
| 2021-09-30 | $2.6M | 16k | 163.66 |
| 2021-06-30 | $2.5M | 16k | 155.54 |
| 2021-03-31 | $2.4M | 16k | 152.24 |
| 2020-12-31 | $1.9M | 15k | 127.06 |
| 2020-09-30 | $1.2M | 13k | 96.31 |
| 2020-06-30 | $1.1M | 12k | 94.06 |
| 2020-03-31 | $396k | 4.4k | 89.94 |
| 2019-12-31 | $660k | 4.7k | 139.39 |
| 2019-09-30 | $603k | 5.1k | 117.69 |
| 2019-06-30 | $572k | 5.1k | 111.83 |
| 2019-03-31 | $514k | 5.1k | 101.20 |
| 2018-12-31 | $544k | 5.6k | 97.58 |
| 2018-09-30 | $743k | 6.6k | 112.82 |
| 2018-06-30 | $774k | 7.4k | 104.14 |
| 2018-03-31 | $911k | 8.7k | 105.31 |
| 2017-12-31 | $778k | 7.3k | 106.96 |