JPMorgan Chase & Co. shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $387k | 2.9k | 133.59 |
| 2021-12-31 | $457k | 2.9k | 158.35 |
| 2021-09-30 | $503k | 3.1k | 163.63 |
| 2021-06-30 | $502k | 3.2k | 155.42 |
| 2021-03-31 | $354k | 2.3k | 152.19 |
| 2020-12-31 | $353k | 2.8k | 127.21 |
| 2020-09-30 | $198k | 2.1k | 96.49 |
| 2020-06-30 | $206k | 2.2k | 94.24 |
| 2020-03-31 | $176k | 2.0k | 89.84 |
| 2019-12-31 | $328k | 2.4k | 139.57 |
| 2019-09-30 | $237k | 2.0k | 117.50 |
| 2019-06-30 | $187k | 1.7k | 111.58 |
| 2019-03-31 | $193k | 1.9k | 100.99 |
| 2018-12-31 | $187k | 1.9k | 97.80 |
| 2018-09-30 | $216k | 1.9k | 112.97 |
| 2018-06-30 | $219k | 2.1k | 104.43 |
| 2018-03-31 | $208k | 1.9k | 109.88 |
| 2017-12-31 | $185k | 1.7k | 106.69 |
| 2017-09-30 | $1.0k | 11 | 90.91 |
| 2017-03-31 | $3.0k | 34 | 88.24 |
| 2016-09-30 | $66k | 997 | 66.20 |
| 2016-06-30 | $75k | 1.2k | 62.45 |
| 2016-03-31 | $71k | 1.2k | 59.12 |
| 2015-12-31 | $97k | 1.5k | 66.03 |
| 2015-09-30 | $117k | 1.9k | 60.97 |
| 2015-06-30 | $96k | 1.4k | 67.75 |
| 2015-03-31 | $86k | 1.4k | 60.69 |
| 2014-12-31 | $89k | 1.4k | 62.81 |
| 2014-09-30 | $101k | 1.7k | 60.15 |
| 2014-06-30 | $112k | 2.0k | 55.67 |
| 2014-03-31 | $80k | 1.3k | 60.65 |
| 2013-12-31 | $82k | 1.4k | 58.32 |
| 2013-09-30 | $38k | 738 | 51.49 |
| 2013-06-30 | $59k | 1.1k | 52.54 |