JPMorgan Chase & Co. shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.7M | 16k | 170.10 |
2023-09-30 | $2.3M | 16k | 145.02 |
2023-06-30 | $2.3M | 16k | 145.44 |
2023-03-31 | $1.8M | 14k | 130.31 |
2022-12-31 | $1.8M | 13k | 134.10 |
2022-09-30 | $1.4M | 13k | 104.49 |
2022-06-30 | $1.4M | 12k | 112.64 |
2022-03-31 | $1.5M | 11k | 136.36 |
2021-12-31 | $1.6M | 10k | 158.35 |
2021-09-30 | $1.8M | 11k | 163.64 |
2021-06-30 | $2.1M | 13k | 155.55 |
2021-03-31 | $2.0M | 13k | 152.21 |
2020-06-30 | $1.0M | 11k | 94.05 |
2020-03-31 | $7.4M | 82k | 90.03 |
2019-12-31 | $12M | 85k | 139.40 |
2019-09-30 | $10M | 86k | 117.69 |
2019-06-30 | $9.3M | 83k | 111.81 |
2019-03-31 | $8.9M | 87k | 101.69 |
2018-12-31 | $7.2M | 74k | 97.12 |
2018-09-30 | $8.2M | 72k | 113.50 |
2018-06-30 | $8.3M | 71k | 116.88 |
2018-03-31 | $7.3M | 67k | 109.97 |
2017-12-31 | $7.8M | 73k | 106.94 |
2017-09-30 | $7.0M | 73k | 96.85 |
2017-06-30 | $7.6M | 83k | 91.39 |
2017-03-31 | $8.3M | 98k | 85.16 |
2016-12-31 | $8.0M | 93k | 86.29 |
2016-09-30 | $6.0M | 90k | 66.59 |
2016-06-30 | $5.5M | 89k | 62.14 |
2016-03-31 | $5.0M | 85k | 59.21 |
2015-12-31 | $4.2M | 64k | 66.03 |