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JPMorgan Chase & Co. shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 9.3k 200.31
2023-12-31 $1.7M 9.8k 170.11
2023-09-30 $1.4M 9.9k 145.02
2023-06-30 $1.4M 9.9k 145.43
2023-03-31 $1.3M 9.9k 130.31
2022-12-31 $1.3M 9.9k 134.10
2022-09-30 $509k 4.9k 104.54
2022-06-30 $1.2M 10k 112.66
2022-03-31 $1.5M 10k 152.09
2021-12-31 $1.6M 10k 158.37
2021-09-30 $1.7M 10k 163.72
2021-06-30 $1.6M 10k 155.69
2021-03-31 $1.5M 10k 153.68
2020-12-31 $1.2M 9.3k 126.98
2020-09-30 $902k 9.4k 96.21
2020-06-30 $887k 9.4k 94.06
2019-12-31 $1.1M 8.2k 139.12