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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.

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in JPMorgan Chase & Co. by Venturi Wealth Management

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