JPMorgan Chase & Co. shares owned by Retirement Planning Co of New England
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Retirement Planning Co of New England
from 13F filings
Historical chart of Retirement Planning Co of New England investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Retirement Planning Co of New England 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 Retirement Planning Co of New England
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $917k | 4.3k | 210.86 |
| 2024-06-30 | $862k | 4.3k | 202.25 |
| 2024-03-31 | $886k | 4.4k | 200.28 |
| 2023-12-31 | $2.0M | 12k | 170.09 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $717k | 4.9k | 145.43 |
| 2023-03-31 | $638k | 4.9k | 130.31 |
| 2022-12-31 | $667k | 5.0k | 134.10 |
| 2022-09-30 | $487k | 4.7k | 104.46 |
| 2022-06-30 | $485k | 4.3k | 112.58 |
| 2022-03-31 | $549k | 4.0k | 136.19 |
| 2021-12-31 | $612k | 3.9k | 158.10 |
More positions owned by Retirement Planning Co of New England
View all positions for Retirement Planning Co of New England