JPMorgan Chase & Co. shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by KFA Private Wealth Group 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 KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $413k | 2.0k | 210.83 |
| 2024-06-30 | $406k | 2.0k | 202.23 |
| 2024-03-31 | $498k | 2.5k | 200.33 |
| 2023-12-31 | $414k | 2.4k | 170.11 |
| 2023-09-30 | $276k | 1.9k | 145.03 |
| 2023-06-30 | $262k | 1.8k | 145.48 |
| 2023-03-31 | $238k | 1.8k | 130.31 |
| 2022-12-31 | $244k | 1.8k | 134.08 |
| 2022-06-30 | $203k | 1.8k | 112.59 |
| 2022-03-31 | $254k | 1.9k | 136.34 |
| 2021-12-31 | $259k | 1.6k | 158.31 |
| 2021-09-30 | $275k | 1.7k | 163.50 |
| 2021-06-30 | $294k | 1.9k | 155.47 |
| 2021-03-31 | $266k | 1.7k | 152.09 |
| 2019-12-31 | $202k | 1.5k | 139.12 |