JPMorgan Chase & Co. shares owned by Mission Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 55k | 200.30 |
| 2023-12-31 | $6.0M | 36k | 170.10 |
| 2023-09-30 | $4.6M | 32k | 145.02 |
| 2023-06-30 | $4.4M | 30k | 145.44 |
| 2023-03-31 | $3.4M | 26k | 130.31 |
| 2022-12-31 | $3.5M | 27k | 134.10 |
| 2022-09-30 | $2.5M | 24k | 104.49 |
| 2022-06-30 | $2.7M | 24k | 112.63 |
| 2022-03-31 | $3.2M | 23k | 136.30 |
| 2021-12-31 | $3.8M | 24k | 158.33 |
| 2021-09-30 | $3.0M | 19k | 163.67 |
| 2021-06-30 | $3.0M | 19k | 155.52 |
| 2021-03-31 | $2.8M | 18k | 152.21 |
| 2020-12-31 | $2.0M | 16k | 127.06 |
| 2020-09-30 | $1.5M | 16k | 96.29 |
| 2020-06-30 | $1.6M | 17k | 94.03 |
| 2020-03-31 | $1.3M | 15k | 90.04 |
| 2019-12-31 | $1.8M | 13k | 139.37 |
| 2019-09-30 | $1.5M | 13k | 117.69 |
| 2019-06-30 | $1.3M | 12k | 111.80 |
| 2019-03-31 | $1.2M | 12k | 101.20 |
| 2018-12-31 | $1.2M | 12k | 97.64 |
| 2018-09-30 | $1.3M | 11k | 112.82 |
| 2018-06-30 | $1.2M | 11k | 104.16 |
| 2018-03-31 | $1.2M | 11k | 109.99 |
| 2017-12-31 | $1.1M | 11k | 106.93 |
| 2017-09-30 | $991k | 10k | 95.54 |
| 2017-06-30 | $924k | 10k | 91.38 |
| 2017-03-31 | $938k | 11k | 87.85 |
| 2016-12-31 | $991k | 12k | 86.28 |
| 2016-09-30 | $579k | 8.7k | 66.58 |
| 2016-06-30 | $559k | 9.0k | 62.11 |
| 2016-03-31 | $544k | 9.2k | 59.21 |
| 2015-12-31 | $394k | 6.0k | 66.06 |
| 2015-09-30 | $302k | 4.9k | 61.03 |
| 2015-06-30 | $270k | 4.5k | 60.55 |