JPMorgan Chase & Co. shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.5M | 19k | 239.71 |
| 2024-09-30 | $4.6M | 22k | 210.86 |
| 2024-06-30 | $4.4M | 22k | 202.26 |
| 2024-03-31 | $4.3M | 22k | 200.30 |
| 2023-12-31 | $3.6M | 21k | 170.10 |
| 2023-09-30 | $3.0M | 21k | 145.02 |
| 2023-06-30 | $3.0M | 21k | 145.44 |
| 2023-03-31 | $2.6M | 20k | 130.31 |
| 2022-12-31 | $2.6M | 20k | 134.10 |
| 2022-09-30 | $2.2M | 21k | 104.57 |
| 2022-06-30 | $2.3M | 20k | 112.63 |
| 2022-03-31 | $2.5M | 18k | 137.52 |
| 2021-12-31 | $2.5M | 16k | 158.36 |
| 2021-09-30 | $2.4M | 15k | 163.67 |
| 2021-06-30 | $2.3M | 15k | 155.66 |
| 2021-03-31 | $2.0M | 14k | 151.62 |
| 2020-12-31 | $1.8M | 15k | 125.85 |
| 2020-09-30 | $1.3M | 14k | 96.74 |
| 2020-06-30 | $1.2M | 13k | 94.07 |
| 2020-03-31 | $1.1M | 12k | 90.02 |
| 2019-12-31 | $1.1M | 8.0k | 139.45 |
More positions owned by Sugarloaf Wealth Management
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