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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

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Quarterly reported holdings in JPMorgan Chase & Co. by Retirement Planning Co of New England

Quarter filed Position value Share count Share price at filing
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