JPMorgan Chase & Co. shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 9.5k | 239.72 |
| 2024-09-30 | $2.0M | 9.7k | 210.87 |
| 2024-06-30 | $1.9M | 9.3k | 202.25 |
| 2024-03-31 | $1.9M | 9.4k | 200.31 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.45 |
| 2023-03-31 | $1.2M | 9.5k | 130.31 |
| 2022-12-31 | $1.3M | 9.3k | 134.09 |
| 2022-09-30 | $901k | 8.6k | 104.48 |
| 2022-06-30 | $1.0M | 9.3k | 112.59 |
| 2022-03-31 | $1.1M | 8.4k | 136.34 |
| 2021-12-31 | $1.2M | 7.6k | 158.37 |
| 2021-09-30 | $1.2M | 7.1k | 163.70 |
| 2021-06-30 | $1.1M | 7.0k | 155.53 |
| 2021-03-31 | $1.1M | 7.2k | 152.21 |
| 2020-12-31 | $887k | 7.0k | 127.06 |
| 2020-09-30 | $1.0k | 6.9k | 0.14 |
| 2020-06-30 | $644k | 6.8k | 94.07 |
| 2020-03-31 | $630k | 7.0k | 89.99 |
| 2019-12-31 | $976k | 7.0k | 139.31 |
| 2019-09-30 | $829k | 7.0k | 117.81 |