JPMorgan Chase & Co. shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Tandem Wealth Advisors 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 Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $418k | 2.0k | 210.86 |
| 2024-06-30 | $405k | 2.0k | 202.26 |
| 2024-03-31 | $401k | 2.0k | 200.30 |
| 2023-12-31 | $320k | 1.9k | 170.10 |
| 2023-09-30 | $273k | 1.9k | 145.02 |
| 2023-06-30 | $278k | 1.9k | 145.44 |
| 2023-03-31 | $205k | 1.6k | 130.31 |
| 2022-12-31 | $215k | 1.6k | 134.10 |