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JPMorgan Chase & Co. shares owned by Lucia Wealth Services

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

Historical chart of Lucia Wealth Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Lucia Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Lucia Wealth Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $194k 2.0k 96.37
2020-06-30 $211k 2.2k 93.99
2020-03-31 $181k 2.0k 90.23
2019-12-31 $140k 1.0k 139.03
2019-09-30 $119k 1.0k 118.17
2019-06-30 $113k 1.0k 112.21
2019-03-31 $102k 1.0k 101.29
2018-12-31 $46k 470 97.87
2018-09-30 $87k 767 113.43
2018-06-30 $82k 785 104.46
2018-03-31 $78k 710 109.86