JPMorgan Chase & Co. shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.7M | 9.5k | 289.91 |
| 2025-03-31 | $2.6M | 10k | 245.30 |
| 2024-12-31 | $2.5M | 11k | 239.72 |
| 2024-09-30 | $2.2M | 11k | 210.86 |
| 2024-06-30 | $2.2M | 11k | 202.25 |
| 2024-03-31 | $2.2M | 11k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.5M | 12k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.52 |
| 2022-06-30 | $1.4M | 13k | 112.63 |
| 2022-03-31 | $1.7M | 12k | 136.29 |
| 2021-12-31 | $1.8M | 12k | 158.34 |
| 2021-09-30 | $2.0M | 12k | 163.72 |
| 2021-06-30 | $1.9M | 12k | 155.55 |
| 2021-03-31 | $1.8M | 12k | 152.19 |
| 2020-12-31 | $1.7M | 13k | 127.07 |
| 2020-09-30 | $1.2M | 12k | 96.24 |
| 2020-06-30 | $1.1M | 12k | 94.08 |
| 2020-03-31 | $930k | 10k | 89.99 |
| 2019-12-31 | $1.4M | 10k | 139.36 |
| 2019-09-30 | $1.2M | 10k | 117.73 |
| 2019-06-30 | $1.1M | 10k | 107.99 |
| 2019-03-31 | $1.1M | 10k | 101.20 |
More positions owned by Keudell/Morrison Wealth Management
View all positions for Keudell/Morrison Wealth Management