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JPMorgan Chase & Co. shares owned by Tanager Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tanager Wealth Management from 13F filings

Historical chart of Tanager Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Tanager Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Tanager Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 8.5k 200.29
2023-12-31 $746k 4.4k 170.09
2023-09-30 $644k 4.4k 145.01
2023-06-30 $634k 4.4k 145.43
2023-03-31 $518k 4.0k 130.30
2022-12-31 $716k 5.3k 134.10
2022-09-30 $209k 2.0k 104.50
2022-06-30 $225k 2.0k 112.50
2022-03-31 $273k 2.0k 136.50
2021-12-31 $317k 2.0k 158.50