JPMorgan Chase & Co. shares owned by Portside Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Portside Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $3.3M | 15k | 210.84 |
2024-09-30 | $3.3M | 16k | 210.84 |
2024-06-30 | $3.5M | 17k | 202.26 |
2024-03-31 | $3.9M | 20k | 200.30 |
2023-12-31 | $3.4M | 20k | 170.10 |
2023-09-30 | $3.0M | 21k | 145.05 |
2023-06-30 | $3.2M | 22k | 145.44 |