JPMorgan Chase & Co. shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Spartan Planning & 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 Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 5.7k | 239.71 |
| 2023-12-31 | $643k | 3.8k | 170.10 |
| 2023-09-30 | $153k | 1.1k | 145.02 |
| 2022-12-31 | $236k | 1.8k | 134.10 |
More positions owned by Spartan Planning & Wealth Management
View all positions for Spartan Planning & Wealth Management