JPMorgan Chase & Co. shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 7.3k | 210.87 |
| 2024-06-30 | $1.4M | 6.8k | 202.27 |
| 2024-03-31 | $1.3M | 6.6k | 200.31 |
| 2023-12-31 | $1.1M | 6.6k | 170.11 |
| 2023-09-30 | $817k | 5.6k | 145.03 |
| 2023-06-30 | $824k | 5.7k | 145.45 |
| 2023-03-31 | $737k | 5.7k | 130.31 |
| 2022-12-31 | $752k | 5.6k | 134.11 |
| 2022-09-30 | $731k | 7.0k | 104.47 |
| 2022-06-30 | $691k | 6.1k | 112.61 |
| 2022-03-31 | $782k | 5.7k | 136.33 |
| 2021-12-31 | $960k | 6.1k | 158.39 |
| 2021-09-30 | $992k | 6.1k | 163.67 |
| 2021-06-30 | $943k | 6.1k | 155.58 |
| 2021-03-31 | $963k | 6.3k | 152.18 |
| 2020-12-31 | $623k | 4.9k | 127.09 |
| 2020-09-30 | $472k | 4.9k | 96.31 |
| 2020-06-30 | $447k | 4.8k | 94.11 |
| 2020-03-31 | $428k | 4.8k | 90.11 |
| 2019-12-31 | $777k | 5.6k | 139.35 |