JPMorgan Chase & Co. shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $29k | 100 | 294.16 |
| 2023-03-31 | $20k | 150 | 133.33 |
| 2022-12-31 | $20k | 150 | 133.33 |
| 2022-09-30 | $16k | 150 | 106.67 |
| 2022-06-30 | $17k | 150 | 113.33 |
| 2022-03-31 | $20k | 150 | 133.33 |
| 2021-12-31 | $31k | 195 | 158.97 |
| 2021-09-30 | $32k | 195 | 164.10 |
| 2021-06-30 | $30k | 195 | 153.85 |
| 2021-03-31 | $37k | 240 | 154.17 |
| 2020-12-31 | $30k | 240 | 125.00 |
| 2020-09-30 | $24k | 250 | 96.00 |
| 2020-06-30 | $24k | 250 | 96.00 |
| 2020-03-31 | $23k | 250 | 92.00 |
| 2019-12-31 | $35k | 250 | 140.00 |
| 2019-09-30 | $29k | 250 | 116.00 |
| 2019-06-30 | $28k | 250 | 112.00 |
| 2019-03-31 | $25k | 250 | 100.00 |
| 2018-12-31 | $24k | 250 | 96.00 |