JPMorgan Chase & Co. shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 19k | 210.86 |
| 2024-06-30 | $3.8M | 19k | 202.26 |
| 2024-03-31 | $3.7M | 19k | 200.30 |
| 2023-12-31 | $3.1M | 18k | 170.10 |
| 2023-09-30 | $2.6M | 18k | 145.02 |
| 2023-06-30 | $2.6M | 18k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.3M | 17k | 134.10 |
| 2022-09-30 | $1.8M | 17k | 104.50 |
| 2022-06-30 | $1.9M | 17k | 112.60 |
| 2022-03-31 | $2.3M | 17k | 136.30 |
| 2021-12-31 | $2.7M | 17k | 158.32 |
| 2021-09-30 | $2.5M | 15k | 163.72 |
| 2021-06-30 | $2.3M | 15k | 155.52 |
| 2021-03-31 | $2.2M | 14k | 152.23 |
| 2020-12-31 | $1.8M | 14k | 127.05 |
| 2020-09-30 | $1.3M | 13k | 96.24 |
| 2020-06-30 | $1.3M | 13k | 97.62 |
| 2020-03-31 | $1.1M | 12k | 90.02 |
| 2019-12-31 | $2.6M | 19k | 139.38 |
| 2019-09-30 | $2.2M | 19k | 117.68 |
| 2019-06-30 | $2.0M | 18k | 111.77 |
| 2019-03-31 | $2.3M | 22k | 101.23 |
| 2018-12-31 | $1.1M | 12k | 97.64 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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