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JPMorgan Chase & Co. shares owned by Motive Wealth Advisors

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

Historical chart of Motive Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $621k 3.1k 202.26
2024-06-30 $621k 3.1k 202.26
2024-03-31 $617k 3.1k 200.30
2023-09-30 $361k 2.5k 145.02
2023-06-30 $383k 2.6k 145.44
2023-03-31 $341k 2.6k 130.31
2022-12-31 $376k 2.8k 134.10
2022-09-30 $342k 3.3k 104.65
2022-06-30 $241k 2.1k 112.67
2022-03-31 $292k 2.1k 136.38
2021-12-31 $297k 1.9k 158.40
2021-09-30 $291k 1.8k 163.48
2021-06-30 $235k 1.5k 155.32