JPM shares owned by MGB Wealth Management - Historical positions on stockzoa.com
MGB Wealth Management »

JPMorgan Chase & Co. shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 11k 210.76
2024-06-30 $2.4M 12k 205.92
2024-03-31 $2.1M 11k 200.19
2023-12-31 $1.7M 10k 170.13