JPMorgan Chase & Co. shares owned by Omnia Family Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Omnia Family Wealth
from 13F filings
Historical chart of Omnia Family Wealth investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Omnia Family Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 5.8k | 210.86 |
2024-03-31 | $1.1M | 5.3k | 200.30 |
2023-12-31 | $829k | 4.9k | 170.10 |
2023-09-30 | $703k | 4.8k | 145.02 |
2023-06-30 | $737k | 5.1k | 145.44 |
2023-03-31 | $652k | 5.0k | 130.31 |
2022-12-31 | $663k | 4.9k | 134.10 |
2022-09-30 | $529k | 5.1k | 104.50 |
2022-06-30 | $571k | 5.1k | 112.58 |
2022-03-31 | $718k | 5.3k | 136.29 |
2021-12-31 | $849k | 5.4k | 158.31 |
2021-09-30 | $878k | 5.4k | 163.71 |
2021-06-30 | $840k | 5.4k | 155.61 |
2021-03-31 | $816k | 5.4k | 152.15 |
2020-12-31 | $674k | 5.3k | 127.07 |
2020-09-30 | $467k | 4.9k | 96.25 |
2020-06-30 | $486k | 5.2k | 94.06 |
2020-03-31 | $627k | 7.0k | 90.09 |
2019-12-31 | $885k | 6.3k | 139.44 |
2019-09-30 | $584k | 5.0k | 117.65 |
2019-06-30 | $555k | 5.0k | 111.80 |
2019-03-31 | $504k | 5.0k | 101.25 |
2018-12-31 | $485k | 5.0k | 97.70 |
2018-09-30 | $560k | 5.0k | 112.81 |
2018-06-30 | $554k | 5.3k | 104.23 |
2018-03-31 | $584k | 5.3k | 109.88 |
2017-12-31 | $633k | 5.9k | 107.00 |
2017-09-30 | $518k | 5.4k | 95.55 |
2017-06-30 | $523k | 5.7k | 91.34 |
2017-03-31 | $467k | 5.4k | 86.26 |
2016-12-31 | $467k | 5.4k | 86.26 |