JPMorgan Chase & Co. shares owned by Trevian Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trevian Wealth Management
from 13F filings
Historical chart of Trevian Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Trevian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $362k | 1.5k | 239.58 |
| 2024-09-30 | $319k | 1.5k | 211.12 |
| 2024-06-30 | $306k | 1.5k | 202.51 |
| 2024-03-31 | $303k | 1.5k | 200.53 |
| 2023-12-31 | $255k | 1.5k | 169.77 |
| 2023-09-30 | $241k | 1.7k | 145.01 |
| 2023-06-30 | $239k | 1.6k | 145.55 |
| 2023-03-31 | $225k | 1.7k | 130.06 |
| 2022-12-31 | $1.9M | 14k | 134.08 |
| 2022-09-30 | $252k | 2.4k | 104.35 |
| 2022-06-30 | $259k | 2.3k | 112.46 |
| 2022-03-31 | $314k | 2.3k | 136.34 |
| 2021-12-31 | $364k | 2.3k | 158.05 |