JPMorgan Chase & Co. shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.8M | 68k | 145.02 |
| 2023-06-30 | $10M | 70k | 145.44 |
| 2023-03-31 | $8.8M | 68k | 130.31 |
| 2022-12-31 | $8.6M | 64k | 134.10 |
| 2022-09-30 | $6.4M | 62k | 104.50 |
| 2022-06-30 | $6.6M | 59k | 112.61 |
| 2022-03-31 | $8.0M | 59k | 136.32 |
| 2021-12-31 | $9.4M | 59k | 158.34 |
| 2021-09-30 | $12M | 72k | 163.69 |
| 2021-06-30 | $12M | 75k | 155.54 |
| 2021-03-31 | $12M | 76k | 158.54 |
| 2020-12-31 | $11M | 84k | 127.07 |
| 2020-09-30 | $6.7M | 69k | 96.27 |
| 2020-06-30 | $6.5M | 69k | 94.06 |
| 2020-03-31 | $6.5M | 72k | 90.03 |
| 2019-12-31 | $11M | 78k | 139.40 |
| 2019-09-30 | $11M | 96k | 117.69 |
| 2019-06-30 | $11M | 98k | 111.80 |
| 2019-03-31 | $10M | 99k | 101.23 |
| 2018-12-31 | $9.6M | 98k | 97.62 |
| 2018-09-30 | $11M | 100k | 112.84 |
| 2018-06-30 | $10M | 97k | 104.20 |
| 2018-03-31 | $11M | 97k | 109.98 |
| 2017-12-31 | $10M | 97k | 106.93 |
| 2017-09-30 | $9.5M | 100k | 95.51 |
| 2017-06-30 | $9.3M | 101k | 91.40 |
| 2017-03-31 | $8.9M | 101k | 87.84 |
| 2016-12-31 | $8.5M | 99k | 86.29 |
| 2016-09-30 | $6.5M | 97k | 66.59 |
| 2016-06-30 | $5.9M | 95k | 62.14 |
| 2016-03-31 | $3.7M | 63k | 59.21 |
| 2015-12-31 | $3.0M | 45k | 66.04 |
| 2015-09-30 | $2.7M | 44k | 60.96 |
| 2015-06-30 | $3.0M | 44k | 67.75 |
| 2015-03-31 | $2.8M | 47k | 60.58 |