JPMorgan Chase & Co. shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17M | 70k | 239.71 |
| 2024-09-30 | $17M | 80k | 210.86 |
| 2024-06-30 | $17M | 83k | 202.26 |
| 2024-03-31 | $16M | 80k | 200.30 |
| 2023-12-31 | $14M | 83k | 170.10 |
| 2023-09-30 | $12M | 79k | 145.02 |
| 2023-06-30 | $12M | 81k | 145.44 |
| 2023-03-31 | $11M | 82k | 130.31 |
| 2022-12-31 | $11M | 85k | 134.10 |
| 2022-09-30 | $10M | 98k | 104.50 |
| 2022-06-30 | $10M | 89k | 112.61 |
| 2022-03-31 | $12M | 89k | 136.33 |
| 2021-12-31 | $14M | 87k | 158.35 |
| 2021-09-30 | $17M | 99k | 171.40 |
| 2021-03-31 | $13M | 85k | 152.28 |
| 2020-12-31 | $11M | 88k | 127.07 |
| 2020-09-30 | $6.4M | 67k | 96.27 |
| 2020-06-30 | $4.5M | 48k | 94.05 |
| 2020-03-31 | $4.8M | 53k | 90.21 |
| 2019-12-31 | $6.2M | 44k | 139.41 |
More positions owned by Transcend Wealth Collective
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