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JPMorgan Chase & Co. shares owned by LJI Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by LJI 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.6M 28k 202.26
2024-03-31 $5.6M 28k 200.30
2023-09-30 $3.8M 26k 145.02
2023-06-30 $3.7M 301k 12.30
2023-03-31 $3.3M 25k 130.31
2022-12-31 $3.4M 25k 134.10