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
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 28k | 210.86 |
| 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 |