JPMorgan Chase & Co. shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 32k | 210.86 |
| 2024-06-30 | $6.4M | 32k | 202.26 |
| 2024-03-31 | $6.1M | 30k | 200.30 |
| 2023-12-31 | $4.9M | 29k | 170.10 |
| 2023-09-30 | $3.9M | 27k | 145.02 |
| 2023-06-30 | $3.4M | 24k | 145.44 |
| 2023-03-31 | $3.2M | 25k | 130.31 |
| 2022-12-31 | $3.3M | 25k | 134.08 |
| 2022-09-30 | $2.6M | 25k | 104.48 |
| 2022-06-30 | $2.7M | 24k | 112.60 |
| 2022-03-31 | $3.5M | 26k | 136.32 |
| 2021-12-31 | $1.9M | 12k | 158.38 |
| 2021-09-30 | $4.4M | 27k | 163.69 |
| 2021-06-30 | $4.0M | 26k | 155.55 |
| 2021-03-31 | $4.4M | 29k | 152.22 |
| 2020-12-31 | $2.6k | 1.1k | 2.35 |
| 2020-09-30 | $3.1M | 32k | 96.26 |
| 2020-06-30 | $1.6M | 18k | 94.08 |
| 2019-12-31 | $2.7M | 19k | 139.38 |