JPMorgan Chase & Co. shares owned by Selective Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $495k | 2.3k | 210.77 |
| 2024-06-30 | $592k | 2.8k | 207.66 |
| 2024-03-31 | $563k | 2.9k | 195.50 |
| 2023-12-31 | $511k | 3.0k | 171.44 |
| 2023-09-30 | $492k | 3.4k | 143.35 |
| 2023-06-30 | $557k | 3.8k | 145.15 |
| 2022-12-31 | $643k | 4.8k | 135.08 |
| 2022-09-30 | $713k | 6.8k | 104.50 |
| 2022-06-30 | $1.4M | 12k | 112.62 |
| 2022-03-31 | $1.7M | 12k | 136.29 |
| 2021-12-31 | $2.4M | 15k | 158.35 |
| 2021-09-30 | $2.5M | 16k | 163.66 |
| 2021-06-30 | $3.6M | 23k | 155.55 |
| 2021-03-31 | $4.2M | 28k | 152.22 |
| 2020-12-31 | $4.0M | 32k | 127.09 |
| 2020-09-30 | $2.8M | 29k | 96.29 |
| 2020-06-30 | $2.7M | 28k | 93.66 |
| 2020-03-31 | $42k | 456 | 90.91 |
| 2019-12-31 | $64k | 456 | 140.50 |
| 2019-09-30 | $54k | 455 | 118.78 |
More positions owned by Selective Wealth Management
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