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JPMorgan Chase & Co. shares owned by Sendero Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sendero Wealth Management from 13F filings

Historical chart of Sendero Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 6.3k 200.30
2023-12-31 $989k 5.8k 170.10
2023-09-30 $834k 5.7k 145.02
2023-06-30 $836k 5.7k 145.44
2022-06-30 $329k 2.9k 112.63
2022-03-31 $508k 3.7k 136.34
2021-12-31 $714k 89k 8.03