JPMorgan Chase & Co. shares owned by Resource Planning Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $324k | 1.9k | 170.10 |
| 2023-09-30 | $276k | 1.9k | 145.02 |
| 2023-06-30 | $334k | 2.3k | 145.44 |
| 2023-03-31 | $293k | 2.2k | 130.31 |
| 2022-12-31 | $409k | 3.1k | 134.11 |
| 2022-09-30 | $319k | 3.1k | 104.49 |
| 2022-06-30 | $344k | 3.1k | 112.68 |
| 2022-03-31 | $444k | 3.3k | 136.36 |
| 2021-12-31 | $515k | 3.3k | 158.22 |
| 2021-09-30 | $1.1M | 6.5k | 163.76 |
| 2021-06-30 | $1.0M | 6.7k | 155.49 |
| 2021-03-31 | $851k | 5.6k | 152.18 |
| 2020-12-31 | $710k | 5.6k | 126.99 |
| 2020-09-30 | $574k | 6.0k | 96.31 |
| 2020-06-30 | $537k | 5.7k | 94.05 |
| 2020-03-31 | $514k | 5.7k | 90.03 |
| 2019-12-31 | $793k | 5.7k | 139.49 |
| 2019-09-30 | $665k | 5.7k | 117.68 |
| 2019-06-30 | $631k | 5.6k | 111.78 |
| 2019-03-31 | $470k | 4.6k | 101.18 |
| 2018-12-31 | $453k | 4.6k | 97.55 |
| 2018-09-30 | $524k | 4.6k | 112.83 |