JPMorgan Chase & Co. shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $673k | 3.3k | 202.25 |
| 2024-03-31 | $533k | 3.1k | 170.11 |
| 2023-12-31 | $533k | 3.1k | 170.11 |
| 2023-09-30 | $451k | 3.1k | 145.03 |
| 2023-06-30 | $450k | 3.1k | 145.43 |
| 2023-03-31 | $401k | 3.1k | 130.31 |
| 2022-12-31 | $410k | 3.1k | 134.09 |
| 2022-09-30 | $324k | 3.1k | 104.42 |
| 2022-06-30 | $325k | 2.9k | 112.61 |
| 2022-03-31 | $392k | 2.9k | 136.35 |
| 2021-12-31 | $453k | 2.9k | 158.34 |
| 2021-09-30 | $466k | 2.8k | 163.68 |
| 2021-06-30 | $441k | 2.8k | 155.72 |
More positions owned by Levy Wealth Management Group
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