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JPMorgan Chase & Co. shares owned by Perfromance Wealth Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Perfromance Wealth Partners from 13F filings

Historical chart of Perfromance Wealth Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Perfromance Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 102k 170.10
2023-09-30 $15M 102k 145.02
2023-06-30 $15M 102k 144.64
2023-03-31 $14M 109k 130.31
2022-12-31 $15M 108k 134.10
2022-09-30 $12M 112k 104.50
2022-06-30 $13M 117k 112.61
2022-03-31 $16M 119k 136.32
2021-12-31 $14M 90k 158.35