JPMorgan Chase & Co. shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $13M | 99k | 127.07 |
| 2020-09-30 | $9.8M | 102k | 96.27 |
| 2020-06-30 | $9.6M | 102k | 94.06 |
| 2020-03-31 | $9.0M | 100k | 90.03 |
| 2019-12-31 | $14M | 101k | 139.40 |
| 2019-09-30 | $12M | 103k | 117.69 |
| 2019-06-30 | $12M | 104k | 111.80 |
| 2019-03-31 | $12M | 117k | 101.23 |
| 2018-12-31 | $11M | 114k | 97.62 |
| 2018-09-30 | $12M | 110k | 112.84 |
| 2018-06-30 | $11M | 108k | 104.20 |
| 2018-03-31 | $11M | 111k | 95.51 |
| 2017-12-31 | $12M | 110k | 106.94 |
| 2017-09-30 | $11M | 111k | 95.51 |
| 2017-06-30 | $10M | 110k | 91.40 |
| 2017-03-31 | $9.3M | 106k | 87.84 |
| 2016-12-31 | $9.5M | 110k | 86.29 |
| 2016-09-30 | $7.5M | 113k | 66.59 |
| 2016-06-30 | $7.0M | 112k | 62.14 |
| 2016-03-31 | $6.6M | 112k | 59.22 |
| 2015-12-31 | $7.3M | 111k | 66.03 |
| 2015-09-30 | $6.2M | 101k | 60.97 |
| 2015-06-30 | $6.9M | 101k | 67.76 |
| 2015-03-31 | $6.0M | 100k | 60.58 |
| 2014-12-31 | $2.0M | 32k | 62.57 |
| 2014-09-30 | $1.9M | 31k | 60.23 |
| 2014-06-30 | $1.7M | 30k | 57.61 |
| 2014-03-31 | $1.7M | 27k | 60.70 |
| 2013-12-31 | $1.3M | 22k | 58.50 |
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