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JPMorgan Chase & Co. shares owned by Lenox Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lenox Wealth Management from 13F filings

Historical chart of Lenox Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Lenox Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $231k 2.5k 94.06
2020-03-31 $193k 2.2k 89.77
2019-12-31 $293k 2.1k 139.39
2019-09-30 $303k 2.6k 117.53
2019-06-30 $237k 2.1k 111.58
2019-03-31 $186k 1.8k 101.36
2018-12-31 $130k 1.3k 97.89
2018-09-30 $140k 1.2k 113.09
2018-06-30 $130k 1.2k 104.42
2018-03-31 $137k 1.2k 109.78
2017-12-31 $206k 1.9k 107.12
2017-09-30 $195k 2.1k 95.03
2017-06-30 $168k 1.8k 91.65
2015-09-30 $281k 4.6k 61.03
2015-06-30 $271k 4.5k 60.67
2015-03-31 $271k 4.5k 60.67
2014-12-31 $290k 4.8k 60.27
2014-09-30 $290k 4.8k 60.27
2014-06-30 $283k 4.9k 57.58
2014-03-31 $356k 5.9k 60.79
2013-12-31 $338k 5.8k 58.54