JPMorgan Chase & Co. shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Kingsview Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $25M | 118k | 210.86 |
2024-06-30 | $23M | 115k | 202.26 |
2024-03-31 | $22M | 111k | 200.30 |
2023-12-31 | $18M | 106k | 170.10 |
2023-09-30 | $16M | 108k | 145.02 |
2023-06-30 | $15M | 104k | 145.44 |
2023-03-31 | $14M | 105k | 130.31 |
2022-12-31 | $14M | 106k | 134.10 |
2022-09-30 | $11M | 103k | 104.50 |
2022-06-30 | $13M | 115k | 112.61 |
2022-03-31 | $14M | 104k | 136.32 |
2021-12-31 | $27M | 173k | 158.31 |
2021-09-30 | $27M | 168k | 163.75 |
2021-06-30 | $25M | 159k | 157.17 |
2021-03-31 | $22M | 145k | 153.61 |
2020-12-31 | $18M | 142k | 127.07 |
2020-09-30 | $12M | 126k | 96.27 |
2020-06-30 | $9.6M | 102k | 94.06 |
2020-03-31 | $1.0M | 103k | 10.00 |
2019-12-31 | $2.8M | 26k | 106.94 |
2019-09-30 | $9.4M | 80k | 117.70 |
2019-06-30 | $8.7M | 78k | 111.80 |
2019-03-31 | $8.2M | 81k | 101.23 |
2018-12-31 | $6.4M | 66k | 97.62 |
2018-09-30 | $7.3M | 65k | 112.84 |
2018-06-30 | $7.6M | 73k | 104.20 |
2018-03-31 | $8.8M | 80k | 109.97 |
2017-12-31 | $2.8M | 26k | 106.94 |
2017-09-30 | $2.4M | 26k | 95.51 |
2017-06-30 | $2.9M | 32k | 91.41 |
2017-03-31 | $2.4M | 27k | 87.84 |
More positions owned by Kingsview Wealth Management
View all positions for Kingsview Wealth Management