JPMorgan Chase & Co. shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 17k | 239.71 |
| 2024-09-30 | $3.7M | 17k | 210.86 |
| 2024-06-30 | $3.9M | 19k | 202.26 |
| 2024-03-31 | $4.0M | 20k | 200.30 |
| 2023-12-31 | $3.7M | 22k | 172.08 |
| 2023-09-30 | $3.1M | 22k | 145.02 |
| 2023-06-30 | $3.1M | 21k | 145.44 |
| 2023-03-31 | $2.8M | 22k | 130.31 |
| 2022-12-31 | $3.0M | 23k | 134.10 |
| 2022-09-30 | $2.3M | 22k | 104.50 |
| 2022-06-30 | $2.5M | 22k | 112.61 |
| 2022-03-31 | $2.8M | 22k | 131.51 |
| 2021-12-31 | $3.4M | 21k | 158.34 |
| 2021-09-30 | $3.3M | 20k | 163.67 |
| 2021-06-30 | $3.1M | 20k | 153.43 |
| 2021-03-31 | $3.1M | 20k | 153.70 |
| 2020-12-31 | $2.7M | 22k | 127.09 |