JPMorgan Chase & Co. shares owned by PRW Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $355k | 2.6k | 137.42 |
| 2023-06-30 | $396k | 2.6k | 153.38 |
| 2023-03-31 | $357k | 2.6k | 138.24 |
| 2022-12-31 | $346k | 2.6k | 134.10 |
| 2022-09-30 | $270k | 2.6k | 104.61 |
| 2022-06-30 | $245k | 2.2k | 112.33 |
| 2022-03-31 | $222k | 1.6k | 136.11 |
| 2021-12-31 | $226k | 1.4k | 158.49 |
| 2021-09-30 | $220k | 1.3k | 163.93 |
| 2021-06-30 | $4.9M | 32k | 155.54 |
| 2021-03-31 | $350k | 2.3k | 152.17 |
| 2020-12-31 | $447k | 3.5k | 127.13 |
| 2020-09-30 | $338k | 3.5k | 96.13 |
| 2020-06-30 | $331k | 3.5k | 94.14 |
| 2020-03-31 | $319k | 3.5k | 90.06 |
| 2019-03-31 | $101k | 995 | 101.51 |
| 2018-12-31 | $105k | 1.1k | 97.31 |