JPMorgan Chase & Co. shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $677k | 4.1k | 163.65 |
| 2021-06-30 | $634k | 4.1k | 155.43 |
| 2021-03-31 | $621k | 4.1k | 152.28 |
| 2020-12-31 | $417k | 4.3k | 96.37 |
| 2020-09-30 | $420k | 4.3k | 97.06 |
| 2020-06-30 | $412k | 4.4k | 94.15 |
| 2020-03-31 | $426k | 4.5k | 95.47 |
| 2019-12-31 | $1.7M | 13k | 135.87 |
| 2019-09-30 | $731k | 6.2k | 117.62 |
| 2019-06-30 | $794k | 7.0k | 114.01 |
| 2019-03-31 | $753k | 7.1k | 105.39 |
| 2018-12-31 | $429k | 4.3k | 100.61 |
| 2018-09-30 | $684k | 6.3k | 109.04 |
| 2018-06-30 | $1.3M | 13k | 104.18 |
| 2018-03-31 | $1.3M | 11k | 110.01 |
| 2017-12-31 | $1.2M | 10k | 115.70 |