JPMorgan Chase & Co. shares owned by Mosaic Family Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mosaic Family Wealth
from 13F filings
Historical chart of Mosaic Family Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Mosaic Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $751k | 4.7k | 158.41 |
| 2021-09-30 | $905k | 5.5k | 163.62 |
| 2021-06-30 | $655k | 4.2k | 155.55 |
| 2021-03-31 | $637k | 4.2k | 152.21 |
| 2020-12-31 | $489k | 3.8k | 127.18 |
| 2020-09-30 | $380k | 3.9k | 96.32 |
| 2020-06-30 | $349k | 3.7k | 93.94 |
| 2020-03-31 | $316k | 3.5k | 89.90 |
| 2019-12-31 | $511k | 3.7k | 139.50 |
| 2019-09-30 | $416k | 3.5k | 117.58 |
| 2019-06-30 | $408k | 3.6k | 111.93 |
| 2019-03-31 | $385k | 3.8k | 101.13 |
| 2018-12-31 | $381k | 3.9k | 97.52 |
| 2018-09-30 | $428k | 3.9k | 109.55 |
| 2018-06-30 | $413k | 4.0k | 104.24 |
| 2018-03-31 | $429k | 3.9k | 110.00 |
| 2017-12-31 | $401k | 3.8k | 106.93 |
| 2017-09-30 | $427k | 4.5k | 95.89 |
| 2017-06-30 | $307k | 3.4k | 91.37 |
| 2017-03-31 | $295k | 3.4k | 87.80 |
| 2016-12-31 | $333k | 3.9k | 86.27 |
| 2016-09-30 | $764k | 12k | 66.61 |
| 2016-06-30 | $551k | 8.9k | 62.22 |
| 2016-03-31 | $459k | 7.8k | 59.16 |
| 2015-12-31 | $479k | 7.3k | 65.98 |