JPMorgan Chase & Co. shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $29M | 201k | 145.02 |
| 2023-06-30 | $24M | 168k | 145.44 |
| 2023-03-31 | $21M | 160k | 130.31 |
| 2022-12-31 | $24M | 169k | 139.63 |
| 2022-09-30 | $19M | 179k | 104.99 |
| 2022-06-30 | $34M | 304k | 112.61 |
| 2022-03-31 | $35M | 267k | 131.09 |
| 2021-12-31 | $12M | 73k | 158.35 |
| 2021-09-30 | $12M | 69k | 170.09 |
| 2021-06-30 | $1.8M | 12k | 157.10 |
| 2021-03-31 | $1.8M | 12k | 156.31 |
| 2020-12-31 | $1.5M | 11k | 136.00 |
| 2020-09-30 | $713k | 7.2k | 99.00 |
| 2020-06-30 | $22M | 234k | 93.26 |
| 2020-03-31 | $640k | 7.1k | 90.06 |
| 2019-12-31 | $968k | 7.1k | 137.29 |
| 2019-09-30 | $751k | 6.6k | 113.29 |
| 2019-06-30 | $773k | 6.8k | 113.68 |
| 2019-03-31 | $944k | 9.0k | 104.64 |
| 2018-12-31 | $1.0M | 11k | 97.60 |
| 2018-09-30 | $29M | 261k | 112.84 |
| 2018-06-30 | $27M | 247k | 109.97 |
| 2018-03-31 | $28M | 252k | 109.97 |
| 2017-12-31 | $26M | 239k | 106.94 |
| 2017-09-30 | $22M | 228k | 95.51 |
| 2017-06-30 | $20M | 221k | 91.40 |
| 2016-03-31 | $13M | 213k | 59.22 |
| 2015-12-31 | $9.7M | 148k | 66.03 |
| 2014-03-31 | $20k | 322 | 62.11 |
| 2013-12-31 | $19k | 322 | 59.01 |
| 2013-09-30 | $17k | 322 | 51.69 |
| 2013-06-30 | $17k | 322 | 52.79 |