JPMorgan Chase & Co. shares owned by Maltin Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Maltin Wealth Management
from 13F filings
Historical chart of Maltin Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Maltin Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Maltin Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $795k | 3.8k | 210.84 |
2024-06-30 | $759k | 3.8k | 202.27 |
2024-03-31 | $751k | 3.7k | 200.30 |
2023-12-31 | $629k | 3.7k | 170.09 |
2023-09-30 | $598k | 4.1k | 145.00 |
2023-06-30 | $681k | 4.7k | 145.44 |
2023-03-31 | $631k | 4.8k | 130.30 |
2022-12-31 | $646k | 4.8k | 134.10 |
2022-09-30 | $551k | 5.3k | 104.51 |
2022-06-30 | $587k | 5.2k | 112.56 |
2022-03-31 | $698k | 5.1k | 136.30 |
2021-12-31 | $927k | 5.9k | 158.41 |
2021-09-30 | $962k | 5.9k | 163.61 |
2021-06-30 | $911k | 5.9k | 155.59 |
2021-03-31 | $1.3M | 8.3k | 152.20 |
2020-12-31 | $731k | 5.8k | 127.00 |
2020-09-30 | $747k | 7.8k | 96.31 |
2020-06-30 | $777k | 8.3k | 94.07 |
2020-03-31 | $690k | 7.7k | 90.05 |
2019-12-31 | $945k | 6.8k | 139.38 |