JPMorgan Chase & Co. shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 5.1k | 239.69 |
| 2024-09-30 | $1.4M | 6.5k | 210.87 |
| 2024-06-30 | $1.3M | 6.2k | 202.26 |
| 2024-03-31 | $1.4M | 7.1k | 200.29 |
| 2023-12-31 | $1.1M | 6.7k | 170.10 |
| 2023-09-30 | $878k | 6.1k | 145.02 |
| 2023-06-30 | $601k | 4.1k | 145.43 |
| 2023-03-31 | $544k | 4.2k | 130.32 |
| 2022-12-31 | $504k | 3.8k | 134.10 |
| 2022-09-30 | $364k | 3.5k | 104.42 |
| 2022-06-30 | $385k | 3.4k | 112.74 |
| 2022-03-31 | $389k | 3.2k | 122.98 |
| 2021-12-31 | $537k | 3.4k | 158.36 |
| 2021-09-30 | $500k | 3.1k | 163.56 |
| 2021-06-30 | $501k | 3.2k | 155.40 |
| 2021-03-31 | $478k | 3.2k | 149.19 |
| 2020-12-31 | $359k | 2.6k | 138.13 |