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JPMorgan Chase & Co. shares owned by Old North State Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Old North State Wealth Management from 13F filings

Historical chart of Old North State Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Old North State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Old North State Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $754k 3.1k 240.28
2024-09-30 $566k 2.7k 211.28
2024-06-30 $462k 2.3k 202.57
2024-03-31 $410k 2.0k 200.58
2023-12-31 $313k 1.8k 170.39
2023-09-30 $226k 1.6k 145.18
2023-06-30 $215k 1.5k 145.61
2022-12-31 $207k 1.5k 134.37
2021-12-31 $207k 1.3k 158.48