JPMorgan Chase & Co. shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 40k | 210.86 |
| 2024-03-31 | $7.8M | 39k | 200.30 |
| 2023-12-31 | $6.6M | 39k | 170.10 |
| 2023-09-30 | $5.3M | 36k | 145.02 |
| 2023-06-30 | $5.0M | 34k | 145.44 |
| 2023-03-31 | $3.7M | 29k | 130.31 |
| 2022-12-31 | $3.8M | 28k | 134.10 |
| 2022-09-30 | $2.9M | 28k | 104.50 |
| 2022-06-30 | $3.0M | 27k | 112.59 |
| 2022-03-31 | $4.6M | 34k | 136.31 |
| 2021-12-31 | $5.1M | 32k | 158.35 |
| 2021-09-30 | $3.2M | 20k | 163.69 |
| 2021-06-30 | $3.2M | 20k | 155.52 |
| 2021-03-31 | $3.7M | 24k | 152.23 |
| 2020-12-31 | $1.8M | 14k | 127.03 |
| 2020-09-30 | $1.6M | 16k | 96.23 |
| 2020-06-30 | $892k | 9.5k | 93.96 |
| 2020-03-31 | $915k | 10k | 90.04 |
| 2019-12-31 | $444k | 3.2k | 139.23 |
| 2019-09-30 | $773k | 6.6k | 117.62 |
More positions owned by Robertson Stephens Wealth Management
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