JPMorgan Chase & Co. shares owned by River Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 64k | 210.86 |
| 2024-03-31 | $12M | 62k | 200.30 |
| 2023-12-31 | $10M | 59k | 170.10 |
| 2023-09-30 | $8.3M | 57k | 145.02 |
| 2023-06-30 | $8.2M | 56k | 145.44 |
| 2023-03-31 | $7.1M | 55k | 130.31 |
| 2022-12-31 | $7.2M | 53k | 134.10 |
| 2022-09-30 | $5.7M | 54k | 104.51 |
| 2022-06-30 | $6.6M | 58k | 112.61 |
| 2022-03-31 | $7.7M | 56k | 136.31 |
| 2021-12-31 | $8.7M | 55k | 158.35 |
| 2021-09-30 | $8.9M | 54k | 163.70 |
| 2021-06-30 | $8.3M | 53k | 155.54 |
| 2021-03-31 | $8.1M | 53k | 152.23 |
| 2020-12-31 | $6.7M | 53k | 127.08 |
| 2020-09-30 | $4.9M | 51k | 96.28 |
| 2020-06-30 | $4.7M | 50k | 94.07 |
| 2020-03-31 | $4.2M | 47k | 90.02 |
| 2019-12-31 | $6.2M | 45k | 139.41 |
| 2019-09-30 | $5.1M | 44k | 117.68 |
| 2019-06-30 | $4.8M | 43k | 111.81 |
| 2019-03-31 | $4.2M | 42k | 101.23 |
| 2018-12-31 | $4.0M | 42k | 97.61 |
| 2018-09-30 | $4.9M | 43k | 112.83 |
| 2018-06-30 | $4.5M | 43k | 104.20 |
| 2018-03-31 | $4.7M | 43k | 109.97 |
| 2017-12-31 | $4.6M | 43k | 106.93 |
| 2017-09-30 | $4.1M | 43k | 95.50 |
| 2017-06-30 | $3.9M | 43k | 91.39 |
| 2017-03-31 | $3.7M | 42k | 87.83 |
| 2016-12-31 | $3.7M | 43k | 86.30 |
| 2016-09-30 | $2.8M | 42k | 66.58 |
| 2016-06-30 | $2.5M | 41k | 62.13 |
| 2016-03-31 | $2.2M | 38k | 59.22 |
| 2015-12-31 | $2.2M | 33k | 66.05 |
| 2015-09-30 | $1.9M | 32k | 60.97 |
| 2015-06-30 | $2.0M | 30k | 67.77 |
| 2015-03-31 | $1.8M | 30k | 60.60 |