JPMorgan Chase & Co. shares owned by Kolinsky Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kolinsky Wealth Management
from 13F filings
Historical chart of Kolinsky Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Kolinsky 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 Kolinsky Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 8.3k | 239.72 |
| 2024-09-30 | $1.7M | 8.0k | 210.85 |
| 2024-06-30 | $1.6M | 7.9k | 202.25 |
| 2024-03-31 | $1.5M | 7.7k | 200.30 |
| 2023-09-30 | $1.1M | 7.5k | 145.03 |
| 2023-06-30 | $1.0M | 7.0k | 143.44 |
| 2023-03-31 | $873k | 6.7k | 130.32 |
| 2022-12-31 | $860k | 6.4k | 134.10 |
| 2022-09-30 | $658k | 6.3k | 104.49 |
| 2022-06-30 | $765k | 6.8k | 112.58 |
| 2022-03-31 | $933k | 6.8k | 136.38 |
| 2021-12-31 | $1.1M | 6.8k | 158.40 |
More positions owned by Kolinsky Wealth Management
Home Depot (HD)
View all positions for Kolinsky Wealth Management