JPMorgan Chase & Co. shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 7.2k | 223.64 |
| 2024-06-30 | $1.5M | 7.4k | 207.80 |
| 2024-03-31 | $1.3M | 6.9k | 180.80 |
| 2023-12-31 | $1.2M | 7.2k | 167.42 |
| 2023-09-30 | $1.1M | 7.4k | 145.29 |
| 2023-06-30 | $1.1M | 7.4k | 145.44 |
| 2023-03-31 | $888k | 6.3k | 141.20 |
| 2022-12-31 | $982k | 6.9k | 142.57 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners