JPMorgan Chase & Co. shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 26k | 170.10 |
| 2023-09-30 | $3.8M | 26k | 145.02 |
| 2023-06-30 | $3.8M | 26k | 145.44 |
| 2023-03-31 | $3.2M | 25k | 130.31 |
| 2022-12-31 | $3.3M | 25k | 134.10 |
| 2022-09-30 | $2.5M | 24k | 104.48 |
| 2022-06-30 | $4.1M | 36k | 112.61 |
| 2022-03-31 | $4.9M | 36k | 136.31 |
| 2021-12-31 | $5.3M | 33k | 158.36 |
| 2021-09-30 | $5.5M | 34k | 163.70 |
| 2021-06-30 | $5.2M | 34k | 155.53 |
| 2021-03-31 | $5.2M | 34k | 152.23 |
| 2020-12-31 | $4.6M | 35k | 131.58 |
| 2020-09-30 | $3.5M | 36k | 96.28 |
| 2020-06-30 | $3.2M | 34k | 94.07 |
| 2020-03-31 | $3.2M | 36k | 90.02 |
| 2019-12-31 | $3.4M | 24k | 139.38 |
| 2019-09-30 | $3.3M | 26k | 128.80 |
| 2019-06-30 | $2.0M | 17k | 116.81 |
| 2019-03-31 | $2.8M | 28k | 101.23 |
| 2018-12-31 | $2.2M | 22k | 97.62 |