JPMorgan Chase & Co. shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 6.5k | 239.71 |
| 2024-09-30 | $1.3M | 6.4k | 210.87 |
| 2024-06-30 | $1.3M | 6.3k | 202.25 |
| 2024-03-31 | $1.3M | 6.3k | 200.30 |
| 2023-12-31 | $1.1M | 6.4k | 170.11 |
| 2023-09-30 | $910k | 6.3k | 145.03 |
| 2023-06-30 | $874k | 6.0k | 145.43 |
| 2023-03-31 | $779k | 6.0k | 130.30 |
| 2022-12-31 | $890k | 6.6k | 134.10 |
| 2022-09-30 | $638k | 6.1k | 104.42 |
| 2022-06-30 | $663k | 5.9k | 112.53 |
| 2022-03-31 | $784k | 5.7k | 136.40 |
| 2021-12-31 | $1.0M | 6.4k | 158.43 |
| 2021-09-30 | $1.0M | 6.2k | 163.77 |
| 2021-06-30 | $934k | 6.2k | 151.75 |
| 2021-03-31 | $861k | 5.7k | 152.15 |
| 2020-12-31 | $2.0M | 16k | 127.07 |
| 2020-09-30 | $415k | 4.3k | 96.18 |
| 2020-06-30 | $443k | 4.7k | 94.14 |
| 2020-03-31 | $450k | 5.0k | 89.96 |
| 2019-12-31 | $870k | 6.2k | 139.31 |
More positions owned by Regent Peak Wealth Advisors
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