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JPMorgan Chase & Co. shares owned by MA Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by MA Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 1.1k 210.86
2024-06-30 $221k 1.1k 202.26
2024-03-31 $219k 1.1k 200.30
2022-03-31 $231k 1.7k 136.36
2021-12-31 $267k 1.7k 158.18
2021-09-30 $260k 1.6k 163.42
2021-06-30 $247k 1.6k 155.74
2021-03-31 $241k 1.6k 152.53
2020-09-30 $322k 3.3k 96.21
2020-06-30 $314k 3.3k 94.04
2020-03-31 $300k 3.3k 90.06
2019-09-30 $427k 3.6k 117.60
2019-06-30 $437k 3.9k 111.79
2019-03-31 $395k 3.9k 101.36
2018-12-31 $426k 4.4k 97.51