JPMorgan Chase & Co. shares owned by Taylor Hoffman Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Taylor Hoffman Wealth Management
from 13F filings
Historical chart of Taylor Hoffman Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Taylor Hoffman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.0M | 4.9k | 205.45 |
| 2024-03-31 | $928k | 4.6k | 200.30 |
| 2023-12-31 | $843k | 5.0k | 170.10 |
| 2023-09-30 | $718k | 5.0k | 145.02 |
| 2023-06-30 | $721k | 5.0k | 145.44 |
| 2023-03-31 | $646k | 5.0k | 130.31 |
| 2022-12-31 | $650k | 4.8k | 134.10 |
| 2022-09-30 | $863k | 8.3k | 104.53 |
| 2022-06-30 | $953k | 8.4k | 114.08 |
| 2022-03-31 | $1.2M | 8.7k | 136.33 |
| 2021-12-31 | $1.4M | 8.7k | 158.38 |
| 2021-09-30 | $1.5M | 8.8k | 167.16 |
| 2021-06-30 | $1.4M | 8.8k | 155.59 |
| 2021-03-31 | $1.3M | 8.8k | 152.19 |
| 2020-12-31 | $1.1M | 8.8k | 127.08 |
| 2020-09-30 | $895k | 9.3k | 96.22 |
| 2020-06-30 | $1.2M | 12k | 94.02 |
| 2020-03-31 | $863k | 9.6k | 89.99 |
| 2019-12-31 | $1.5M | 11k | 139.36 |
| 2019-09-30 | $1.3M | 11k | 117.70 |
| 2019-06-30 | $1.1M | 9.5k | 111.82 |
| 2019-03-31 | $1.1M | 11k | 101.27 |
| 2018-12-31 | $1.2M | 12k | 99.31 |
| 2018-09-30 | $703k | 6.2k | 112.91 |
| 2018-06-30 | $649k | 6.2k | 104.26 |
| 2018-03-31 | $684k | 6.2k | 109.90 |
| 2017-12-31 | $519k | 4.8k | 107.03 |
More positions owned by Taylor Hoffman Wealth Management
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