JPMorgan Chase & Co. shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $235k | 1.1k | 210.86 |
| 2024-06-30 | $218k | 1.1k | 202.26 |
| 2024-03-31 | $211k | 1.1k | 200.30 |
| 2023-12-31 | $275k | 1.6k | 170.10 |
| 2021-03-31 | $192k | 1.3k | 152.38 |
| 2019-12-31 | $266k | 1.9k | 139.49 |
| 2019-09-30 | $224k | 1.9k | 117.46 |
| 2019-06-30 | $213k | 1.9k | 111.69 |