JPMorgan Chase & Co. shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.9M | 21k | 239.73 |
| 2024-09-30 | $4.5M | 22k | 210.88 |
| 2024-06-30 | $4.3M | 21k | 202.26 |
| 2024-03-31 | $4.2M | 21k | 200.29 |
| 2023-12-31 | $204k | 1.2k | 169.72 |
| 2022-12-31 | $682k | 5.1k | 134.15 |
| 2022-09-30 | $891k | 8.5k | 104.49 |
| 2022-06-30 | $1.0M | 9.0k | 112.60 |
| 2022-03-31 | $1.9M | 12k | 158.33 |
| 2021-12-31 | $1.9M | 12k | 158.32 |
| 2021-09-30 | $1.3M | 8.0k | 163.70 |
| 2020-12-31 | $635k | 5.0k | 127.00 |