JPMorgan Chase & Co. shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Sheets Smith Wealth Management 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 23k | 210.86 |
| 2024-06-30 | $4.7M | 23k | 202.26 |
| 2024-03-31 | $4.7M | 23k | 200.30 |
| 2023-12-31 | $3.9M | 23k | 170.10 |
| 2023-09-30 | $3.5M | 24k | 145.02 |
| 2023-06-30 | $3.5M | 24k | 145.44 |
| 2023-03-31 | $3.9M | 130 | 29879.92 |
| 2022-12-31 | $4.1M | 31k | 134.10 |
| 2022-09-30 | $3.2M | 31k | 104.51 |
| 2022-06-30 | $3.0M | 27k | 112.63 |
| 2022-03-31 | $4.1M | 30k | 136.33 |
| 2021-12-31 | $4.7M | 30k | 158.33 |
| 2021-09-30 | $4.9M | 30k | 163.69 |
| 2021-06-30 | $4.6M | 29k | 155.54 |
| 2021-03-31 | $4.4M | 29k | 152.25 |
| 2020-12-31 | $3.7M | 29k | 127.08 |
| 2020-09-30 | $2.6M | 27k | 96.27 |
| 2020-06-30 | $2.5M | 26k | 94.06 |
| 2020-03-31 | $2.4M | 26k | 90.02 |
| 2019-12-31 | $3.6M | 26k | 139.39 |
| 2019-09-30 | $2.9M | 25k | 117.69 |
| 2019-06-30 | $3.1M | 28k | 111.80 |
| 2019-03-31 | $2.9M | 29k | 101.22 |
| 2018-12-31 | $2.6M | 27k | 97.61 |
| 2018-09-30 | $2.7M | 24k | 112.84 |
| 2018-06-30 | $2.5M | 24k | 104.18 |
| 2018-03-31 | $2.6M | 24k | 109.96 |
| 2017-12-31 | $2.5M | 23k | 106.94 |
| 2017-09-30 | $2.3M | 24k | 95.52 |
| 2017-06-30 | $2.1M | 23k | 91.41 |
| 2017-03-31 | $2.1M | 23k | 87.82 |
| 2016-12-31 | $2.0M | 23k | 86.29 |
| 2016-09-30 | $1.5M | 23k | 66.61 |
| 2016-06-30 | $1.4M | 23k | 62.13 |
| 2016-03-31 | $1.4M | 23k | 59.24 |
| 2015-12-31 | $1.6M | 24k | 66.04 |
| 2015-09-30 | $1.4M | 23k | 60.99 |
| 2015-06-30 | $1.5M | 22k | 67.76 |
| 2015-03-31 | $1.5M | 24k | 60.58 |
| 2014-12-31 | $1.5M | 24k | 62.58 |
| 2014-09-30 | $1.4M | 24k | 60.25 |
| 2014-06-30 | $1.4M | 24k | 57.62 |
| 2014-03-31 | $1.5M | 24k | 60.71 |
| 2013-12-31 | $1.4M | 24k | 58.50 |
| 2013-09-30 | $1.2M | 24k | 51.71 |
| 2013-06-30 | $1.3M | 24k | 52.79 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management