JPMorgan Chase & Co. shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 40k | 210.86 |
| 2024-06-30 | $8.3M | 41k | 202.26 |
| 2024-03-31 | $9.2M | 46k | 200.30 |
| 2023-12-31 | $8.6M | 51k | 170.10 |
| 2023-09-30 | $7.6M | 53k | 144.77 |
| 2023-06-30 | $7.8M | 54k | 145.44 |
| 2023-03-31 | $7.0M | 54k | 130.31 |
| 2022-12-31 | $6.9M | 52k | 134.10 |
| 2022-09-30 | $4.9M | 47k | 104.49 |
| 2022-06-30 | $5.6M | 49k | 112.60 |
| 2022-03-31 | $6.5M | 48k | 136.32 |
| 2021-12-31 | $6.5M | 41k | 158.35 |
| 2021-09-30 | $5.7M | 35k | 163.70 |
| 2021-06-30 | $4.7M | 30k | 155.53 |
| 2021-03-31 | $4.1M | 27k | 152.23 |
| 2020-12-31 | $3.4M | 27k | 127.07 |
| 2020-09-30 | $2.7M | 28k | 96.28 |
| 2020-06-30 | $2.4M | 26k | 94.05 |
| 2020-03-31 | $2.1M | 24k | 89.93 |
| 2019-12-31 | $3.3M | 23k | 139.35 |
| 2019-09-30 | $2.9M | 24k | 117.70 |
| 2019-06-30 | $3.0M | 26k | 114.01 |
| 2019-03-31 | $3.1M | 30k | 101.31 |
| 2018-12-31 | $3.0M | 30k | 97.63 |
| 2018-09-30 | $3.4M | 30k | 112.85 |
| 2018-06-30 | $3.0M | 29k | 104.21 |
| 2018-03-31 | $3.0M | 27k | 109.98 |
| 2017-12-31 | $2.4M | 22k | 106.92 |
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