JPMorgan Chase & Co. shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 87k | 170.10 |
| 2023-09-30 | $12M | 86k | 145.02 |
| 2023-06-30 | $13M | 87k | 145.44 |
| 2023-03-31 | $11M | 86k | 130.31 |
| 2022-12-31 | $12M | 88k | 134.10 |
| 2022-09-30 | $9.0M | 86k | 104.50 |
| 2022-06-30 | $9.5M | 84k | 112.61 |
| 2022-03-31 | $12M | 85k | 136.32 |
| 2021-12-31 | $14M | 86k | 158.35 |
| 2021-09-30 | $14M | 84k | 163.69 |
| 2021-06-30 | $13M | 84k | 155.54 |
| 2021-03-31 | $12M | 80k | 152.23 |
| 2020-12-31 | $9.3M | 73k | 127.08 |
| 2020-09-30 | $6.7M | 70k | 96.27 |
| 2020-06-30 | $6.6M | 70k | 94.06 |
| 2020-03-31 | $5.9M | 66k | 90.04 |
| 2019-12-31 | $8.9M | 64k | 139.40 |
| 2019-09-30 | $7.3M | 62k | 117.70 |
| 2019-06-30 | $6.7M | 60k | 111.80 |
| 2019-03-31 | $5.9M | 59k | 101.22 |
| 2018-12-31 | $5.6M | 57k | 97.62 |
| 2018-09-30 | $6.4M | 56k | 112.84 |
| 2018-06-30 | $5.9M | 57k | 104.20 |
| 2018-03-31 | $6.2M | 57k | 109.97 |
| 2017-12-31 | $6.0M | 56k | 106.94 |
| 2017-09-30 | $5.4M | 56k | 95.51 |
| 2017-06-30 | $5.0M | 55k | 91.40 |
| 2017-03-31 | $4.3M | 49k | 87.85 |
| 2016-12-31 | $3.9M | 46k | 86.29 |