JPMorgan Chase & Co. shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $526k | 2.5k | 210.84 |
| 2024-06-30 | $504k | 2.5k | 202.26 |
| 2024-03-31 | $469k | 2.3k | 200.31 |
| 2023-12-31 | $400k | 2.3k | 170.11 |
| 2023-09-30 | $337k | 2.3k | 145.01 |
| 2023-06-30 | $338k | 2.3k | 145.42 |
| 2023-03-31 | $300k | 2.3k | 130.28 |
| 2022-12-31 | $309k | 2.3k | 134.12 |
| 2022-06-30 | $444k | 3.9k | 112.58 |
| 2022-03-31 | $535k | 3.9k | 136.31 |
| 2021-12-31 | $492k | 3.1k | 158.20 |
| 2021-09-30 | $507k | 3.1k | 163.76 |
| 2021-06-30 | $791k | 5.1k | 155.62 |
| 2021-03-31 | $772k | 5.1k | 152.27 |
| 2020-12-31 | $642k | 5.1k | 127.00 |