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JPMorgan Chase & Co. shares owned by LLBH Private Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 9.8k 202.26
2024-03-31 $1.9M 9.5k 200.30
2023-12-31 $1.6M 9.5k 170.10
2023-09-30 $1.4M 9.5k 145.02
2023-06-30 $1.5M 11k 130.32
2023-03-31 $1.5M 11k 130.32
2022-12-31 $1.5M 11k 134.10
2022-09-30 $2.8M 27k 104.48
2022-06-30 $3.1M 27k 112.62
2022-03-31 $3.5M 26k 136.34
2021-12-31 $4.1M 26k 158.36
2021-09-30 $4.0M 25k 163.69
2021-06-30 $3.7M 24k 155.54
2021-03-31 $3.4M 23k 152.25
2020-12-31 $2.8M 22k 127.08
2020-09-30 $2.2M 23k 96.25
2020-06-30 $2.3M 25k 94.06
2020-03-31 $2.3M 25k 90.05
2019-12-31 $1.2M 8.4k 139.35
2019-09-30 $940k 8.0k 117.75
2019-06-30 $898 207 4.34
2019-03-31 $894k 8.8k 101.26
2018-12-31 $1.3M 13k 97.65
2018-09-30 $1.4M 12k 112.86
2018-06-30 $1.3M 12k 104.17
2018-03-31 $1.3M 11k 111.88
2017-12-31 $973k 9.0k 107.99
2017-09-30 $851k 8.9k 95.51
2017-06-30 $814k 8.9k 91.36
2017-03-31 $774k 8.8k 87.85
2016-12-31 $847k 9.8k 86.34
2016-09-30 $532k 8.0k 66.54
2016-06-30 $497k 8.0k 62.16
2016-03-31 $443k 7.5k 59.17
2015-12-31 $501k 7.6k 66.03

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Draftkings Com Cl A (DKNG)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Exxon Mobil Corporation (XOM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Target Hospitality Corp (TH)

View all positions for LLBH Private Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.