JPMorgan Chase & Co. shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.1M | 48k | 170.10 |
| 2023-09-30 | $7.3M | 50k | 145.02 |
| 2023-06-30 | $7.8M | 54k | 145.44 |
| 2023-03-31 | $7.3M | 56k | 130.31 |
| 2022-12-31 | $8.1M | 61k | 134.10 |
| 2022-09-30 | $6.4M | 62k | 104.49 |
| 2022-06-30 | $7.1M | 63k | 112.61 |
| 2022-03-31 | $8.6M | 63k | 136.33 |
| 2021-12-31 | $8.7M | 68k | 128.67 |
| 2021-09-30 | $10M | 63k | 163.69 |
| 2021-06-30 | $10M | 65k | 155.54 |
| 2021-03-31 | $10M | 66k | 152.22 |
| 2020-12-31 | $8.7M | 69k | 127.07 |
| 2020-09-30 | $6.2M | 64k | 96.27 |
| 2020-06-30 | $6.1M | 65k | 94.05 |
| 2020-03-31 | $6.1M | 68k | 90.04 |
| 2019-12-31 | $9.3M | 67k | 139.40 |
| 2019-09-30 | $8.0M | 68k | 117.68 |
| 2019-06-30 | $7.8M | 70k | 111.80 |
| 2019-03-31 | $7.3M | 72k | 101.24 |
| 2018-12-31 | $7.0M | 71k | 97.63 |
| 2018-09-30 | $8.1M | 71k | 112.84 |
| 2018-06-30 | $7.5M | 72k | 104.19 |
| 2018-03-31 | $7.8M | 71k | 109.96 |
| 2017-12-31 | $7.6M | 71k | 106.94 |
| 2017-09-30 | $6.8M | 72k | 95.50 |
| 2017-06-30 | $7.4M | 81k | 91.40 |
| 2017-03-31 | $7.1M | 81k | 87.83 |
| 2016-12-31 | $7.4M | 85k | 86.29 |
| 2016-09-30 | $5.7M | 86k | 66.59 |
| 2016-06-30 | $5.5M | 88k | 62.14 |
| 2016-03-31 | $5.2M | 88k | 59.21 |
| 2015-12-31 | $5.7M | 86k | 66.03 |
| 2015-09-30 | $5.3M | 87k | 60.97 |
| 2015-06-30 | $6.2M | 92k | 67.76 |
| 2015-03-31 | $5.6M | 93k | 60.58 |
| 2014-12-31 | $5.6M | 90k | 62.59 |
| 2014-09-30 | $5.4M | 89k | 60.23 |
| 2014-06-30 | $5.7M | 97k | 58.47 |
| 2014-03-31 | $5.2M | 86k | 60.71 |
| 2013-12-31 | $5.7M | 97k | 58.47 |
| 2013-09-30 | $4.9M | 96k | 51.70 |
| 2013-06-30 | $4.4M | 84k | 52.80 |
More positions owned by Old Second Wealth Management
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