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JPMorgan Chase & Co. shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 6.9k 202.26
2024-03-31 $1.4M 6.8k 200.30
2023-12-31 $1.0M 6.1k 170.10
2023-09-30 $811k 5.6k 145.02
2023-06-30 $809k 5.6k 145.37
2023-03-31 $727k 5.6k 130.31
2022-12-31 $753k 5.6k 134.09