JPMorgan Chase & Co. shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $216k | 901 | 239.77 |
| 2024-09-30 | $209k | 989 | 210.77 |
| 2024-06-30 | $206k | 1.0k | 202.32 |
| 2024-03-31 | $208k | 1.0k | 200.21 |
| 2023-12-31 | $198k | 1.2k | 170.04 |
| 2023-09-30 | $121k | 836 | 144.99 |
| 2023-06-30 | $119k | 818 | 145.41 |
| 2023-03-31 | $101k | 771 | 130.36 |
| 2022-12-31 | $122k | 906 | 134.08 |
| 2022-09-30 | $123k | 1.2k | 104.33 |
| 2022-06-30 | $136k | 1.2k | 112.58 |
| 2022-03-31 | $192k | 1.6k | 122.14 |
| 2021-12-31 | $141k | 904 | 155.97 |
| 2021-09-30 | $165k | 980 | 168.37 |
| 2021-06-30 | $235k | 1.6k | 150.00 |
| 2021-03-31 | $335k | 2.2k | 155.60 |
| 2020-12-31 | $274k | 2.1k | 133.33 |
| 2019-12-31 | $253k | 1.8k | 138.03 |
| 2018-12-31 | $115k | 1.1k | 102.77 |
| 2018-09-30 | $125k | 1.1k | 112.51 |
| 2018-06-30 | $9.0k | 91 | 98.90 |
| 2018-03-31 | $127k | 1.2k | 110.34 |