JPMorgan Chase & Co. shares owned by Moser Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Moser Wealth Advisors
from 13F filings
Historical chart of Moser Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Moser Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 17k | 210.86 |
| 2024-06-30 | $3.4M | 17k | 202.26 |
| 2024-03-31 | $3.4M | 17k | 200.30 |
| 2023-12-31 | $3.0M | 17k | 170.10 |
| 2023-09-30 | $2.5M | 18k | 145.02 |
| 2023-06-30 | $2.5M | 18k | 145.44 |
| 2022-12-31 | $2.4M | 18k | 134.10 |
| 2022-09-30 | $1.9M | 18k | 104.52 |
| 2022-06-30 | $2.0M | 18k | 112.60 |
| 2022-03-31 | $2.4M | 18k | 136.31 |
| 2021-12-31 | $2.8M | 18k | 158.37 |
| 2021-09-30 | $2.9M | 18k | 163.70 |
| 2021-06-30 | $2.8M | 18k | 155.53 |
| 2021-03-31 | $2.7M | 18k | 152.26 |
| 2020-12-31 | $2.2M | 18k | 127.10 |
| 2020-09-30 | $1.7M | 18k | 96.27 |
| 2020-06-30 | $1.5M | 16k | 94.05 |
| 2020-03-31 | $104k | 1.2k | 90.43 |
| 2019-12-31 | $63k | 450 | 140.00 |