JPMorgan Chase & Co. shares owned by Taylor Wealth Management Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Taylor Wealth Management Partners
from 13F filings
Historical chart of Taylor Wealth Management Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Taylor Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $6.9M | 61k | 112.60 |
| 2022-03-31 | $8.9M | 65k | 136.32 |
| 2021-12-31 | $11M | 67k | 158.36 |
| 2021-09-30 | $11M | 67k | 163.69 |
| 2021-06-30 | $9.7M | 62k | 155.54 |
| 2021-03-31 | $9.5M | 63k | 152.23 |
| 2020-12-31 | $7.9M | 63k | 127.07 |
| 2020-09-30 | $6.0M | 62k | 96.27 |
| 2020-06-30 | $5.8M | 62k | 94.06 |
| 2020-03-31 | $5.9M | 66k | 90.04 |
| 2018-12-31 | $13k | 134 | 97.01 |
| 2018-09-30 | $15k | 134 | 111.94 |
| 2017-12-31 | $71k | 660 | 107.58 |
| 2017-09-30 | $86k | 900 | 95.56 |
| 2017-06-30 | $82k | 900 | 91.11 |
| 2017-03-31 | $79k | 900 | 87.78 |
| 2016-12-31 | $78k | 900 | 86.67 |
| 2016-09-30 | $60k | 900 | 66.67 |
| 2016-06-30 | $56k | 900 | 62.22 |
| 2016-03-31 | $53k | 900 | 58.89 |
| 2015-12-31 | $86k | 1.3k | 66.15 |
| 2015-09-30 | $79k | 1.3k | 60.77 |
| 2015-06-30 | $117k | 1.7k | 67.83 |
| 2015-03-31 | $68k | 1.1k | 60.44 |
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