JPMorgan Chase & Co. shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Monument Group Wealth Advisors 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 Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $360k | 1.5k | 239.71 |
| 2024-09-30 | $316k | 1.5k | 210.86 |
| 2024-06-30 | $353k | 1.7k | 202.26 |
| 2024-03-31 | $349k | 1.7k | 200.30 |
| 2023-12-31 | $297k | 1.7k | 170.10 |
More positions owned by Monument Group Wealth Advisors
View all positions for Monument Group Wealth Advisors