JPMorgan Chase & Co. shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 59k | 210.84 |
| 2024-06-30 | $9.2M | 45k | 202.26 |
| 2024-03-31 | $6.9M | 35k | 200.30 |
| 2023-12-31 | $7.1M | 42k | 170.10 |
| 2023-09-30 | $4.9M | 12k | 410.54 |
| 2023-06-30 | $2.4M | 16k | 145.44 |