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.
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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 |
|---|---|---|---|
| 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
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