JPMorgan Chase & Co. shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $612k | 2.9k | 210.87 |
| 2024-06-30 | $543k | 2.7k | 202.22 |
| 2024-03-31 | $535k | 2.7k | 200.30 |
| 2023-09-30 | $467k | 3.2k | 145.02 |
| 2023-06-30 | $487k | 3.3k | 145.44 |
| 2023-03-31 | $487k | 3.7k | 130.31 |
| 2022-12-31 | $508k | 3.8k | 134.10 |
| 2022-09-30 | $405k | 3.9k | 104.52 |
| 2022-06-30 | $412k | 3.7k | 112.69 |
| 2022-03-31 | $550k | 4.0k | 136.31 |
| 2021-12-31 | $746k | 4.7k | 158.45 |
| 2021-09-30 | $667k | 4.1k | 163.76 |
| 2021-06-30 | $722k | 4.6k | 155.54 |
| 2021-03-31 | $677k | 4.4k | 152.20 |
| 2020-12-31 | $634k | 5.0k | 127.13 |
| 2020-09-30 | $383k | 4.0k | 96.35 |
| 2020-06-30 | $380k | 4.0k | 94.01 |
| 2020-03-31 | $565k | 6.3k | 89.97 |
| 2019-12-31 | $880k | 6.3k | 139.37 |
| 2019-09-30 | $698k | 5.9k | 117.63 |
| 2019-06-30 | $6.5M | 5.7k | 1136.83 |
| 2019-03-31 | $579k | 5.7k | 101.29 |
| 2018-12-31 | $578k | 5.7k | 100.68 |
| 2018-09-30 | $615k | 5.4k | 112.89 |
| 2018-06-30 | $589k | 5.6k | 104.28 |
| 2018-03-31 | $631k | 5.7k | 109.93 |
| 2017-12-31 | $562k | 5.3k | 106.86 |
| 2017-09-30 | $352k | 3.7k | 95.42 |
| 2017-06-30 | $212k | 2.3k | 91.34 |
| 2016-06-30 | $220k | 3.5k | 62.27 |
More positions owned by Merriman Wealth Management
View all positions for Merriman Wealth Management