JPMorgan Chase & Co. shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Lineweaver Wealth Advisors 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 Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 23k | 200.38 |
| 2023-12-31 | $3.7M | 22k | 170.19 |
| 2023-09-30 | $2.8M | 19k | 145.05 |
| 2023-06-30 | $2.5M | 17k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.37 |
| 2022-12-31 | $2.2M | 17k | 134.11 |
| 2022-09-30 | $1.8M | 17k | 104.60 |
| 2022-06-30 | $1.7M | 16k | 112.59 |
| 2022-03-31 | $2.0M | 15k | 136.29 |
| 2021-12-31 | $1.8M | 11k | 158.27 |
| 2021-09-30 | $1.8M | 11k | 163.66 |
| 2021-06-30 | $1.6M | 10k | 155.54 |
| 2021-03-31 | $1.4M | 9.4k | 152.19 |
| 2020-12-31 | $1.0M | 8.2k | 127.05 |
| 2020-09-30 | $770k | 8.0k | 96.24 |
| 2020-06-30 | $668k | 7.1k | 94.03 |
| 2020-03-31 | $544k | 6.2k | 88.18 |
| 2019-12-31 | $659k | 4.7k | 139.38 |
More positions owned by Lineweaver Wealth Advisors
View all positions for Lineweaver Wealth Advisors