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
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |