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JPMorgan Chase & Co. shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 41k 210.86
2024-06-30 $8.0M 39k 202.26
2024-03-31 $7.1M 36k 200.30
2023-12-31 $5.7M 34k 170.10