JPMorgan Chase & Co. shares owned by MinichMacGregor Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by MinichMacGregor Wealth Management
from 13F filings
Historical chart of MinichMacGregor Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by MinichMacGregor 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 MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $942k | 4.7k | 198.94 |
| 2023-12-31 | $806k | 4.7k | 170.10 |
| 2023-09-30 | $690k | 4.8k | 145.02 |
| 2023-06-30 | $690k | 4.7k | 145.44 |
| 2023-03-31 | $636k | 4.9k | 130.31 |
| 2022-12-31 | $626k | 4.7k | 134.10 |
| 2022-09-30 | $364k | 3.5k | 104.42 |
| 2022-06-30 | $391k | 3.5k | 112.42 |
| 2022-03-31 | $469k | 3.4k | 136.22 |
| 2021-12-31 | $545k | 3.4k | 158.29 |
| 2021-09-30 | $548k | 3.4k | 163.53 |
| 2021-06-30 | $547k | 3.5k | 155.40 |
| 2021-03-31 | $546k | 3.6k | 151.96 |
| 2020-12-31 | $299k | 2.4k | 126.69 |
| 2020-09-30 | $226k | 2.4k | 95.88 |
| 2020-06-30 | $202k | 2.2k | 93.65 |
| 2019-12-31 | $313k | 2.3k | 139.11 |
| 2019-09-30 | $279k | 2.4k | 117.52 |
| 2019-06-30 | $214k | 1.9k | 113.41 |
| 2018-12-31 | $3.4M | 36k | 95.51 |
| 2018-09-30 | $181k | 1.6k | 113.05 |
| 2018-06-30 | $178k | 1.7k | 105.08 |
| 2018-03-31 | $193k | 1.8k | 109.60 |
| 2017-12-31 | $185k | 1.7k | 106.75 |
| 2017-09-30 | $162k | 1.7k | 95.24 |
| 2017-06-30 | $173k | 1.9k | 91.00 |
| 2017-03-31 | $149k | 1.7k | 87.60 |
| 2016-12-31 | $146k | 1.7k | 85.73 |
| 2016-09-30 | $113k | 1.7k | 66.16 |
| 2016-06-30 | $106k | 1.7k | 61.92 |
| 2016-03-31 | $101k | 1.7k | 59.20 |
| 2015-12-31 | $105k | 1.6k | 65.54 |
More positions owned by MinichMacGregor Wealth Management
View all positions for MinichMacGregor Wealth Management