JPMorgan Chase & Co. shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 9.5k | 239.71 |
| 2024-09-30 | $1.7M | 7.9k | 210.87 |
| 2024-06-30 | $1.7M | 8.4k | 202.26 |
| 2024-03-31 | $1.5M | 7.5k | 200.30 |
| 2023-12-31 | $1.3M | 7.5k | 170.11 |
| 2023-09-30 | $1.1M | 7.6k | 145.03 |
| 2023-06-30 | $1.2M | 8.3k | 145.44 |
| 2023-03-31 | $1.1M | 8.3k | 130.32 |
| 2022-12-31 | $1.1M | 8.2k | 134.10 |
| 2022-09-30 | $401k | 3.8k | 106.28 |
| 2022-06-30 | $487k | 4.3k | 112.73 |
| 2022-03-31 | $626k | 4.5k | 140.52 |
| 2021-12-31 | $642k | 4.1k | 158.36 |
| 2021-09-30 | $781k | 4.6k | 168.57 |
| 2021-06-30 | $734k | 4.7k | 155.51 |
| 2021-03-31 | $637k | 4.2k | 150.45 |
| 2020-12-31 | $552k | 4.3k | 127.16 |
| 2020-09-30 | $458k | 4.8k | 96.28 |
| 2020-06-30 | $407k | 4.3k | 94.02 |
| 2020-03-31 | $336k | 3.7k | 90.10 |
| 2019-12-31 | $580k | 4.2k | 139.49 |