JPMorgan Chase & Co. shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by Vertex Planning Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $481k | 2.3k | 210.86 |
2024-06-30 | $461k | 2.3k | 202.26 |
2024-03-31 | $408k | 2.0k | 200.30 |
2023-12-31 | $439k | 2.6k | 170.10 |
2023-09-30 | $271k | 1.9k | 145.02 |
2023-06-30 | $291k | 2.0k | 145.44 |
2022-12-31 | $467k | 3.5k | 134.10 |