JPMorgan Chase & Co. shares owned by Proquility Private Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Proquility Private Wealth Partners
from 13F filings
Historical chart of Proquility Private Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Proquility Private Wealth Partners 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 Proquility Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $4.2M | 17k | 245.30 |
| 2024-12-31 | $4.7M | 20k | 239.71 |
| 2024-09-30 | $4.1M | 20k | 210.86 |
| 2024-06-30 | $4.2M | 21k | 202.26 |
| 2024-03-31 | $4.3M | 21k | 200.30 |
| 2023-12-31 | $4.1M | 24k | 170.10 |
| 2023-09-30 | $3.6M | 25k | 145.02 |
| 2023-06-30 | $3.7M | 25k | 145.44 |
| 2023-03-31 | $3.3M | 25k | 130.31 |
| 2022-12-31 | $3.0M | 22k | 134.10 |
| 2022-09-30 | $2.4M | 23k | 104.51 |
| 2022-06-30 | $2.4M | 22k | 112.61 |
| 2022-03-31 | $2.5M | 22k | 118.06 |
| 2021-12-31 | $3.3M | 21k | 155.94 |
| 2021-09-30 | $3.6M | 22k | 163.69 |
| 2021-06-30 | $3.3M | 22k | 155.52 |
| 2021-03-31 | $3.2M | 21k | 152.21 |
| 2020-12-31 | $2.8M | 22k | 127.09 |
More positions owned by Proquility Private Wealth Partners
View all positions for Proquility Private Wealth Partners