JPMorgan Chase & Co. shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 64k | 170.10 |
| 2023-09-30 | $9.3M | 64k | 145.02 |
| 2023-06-30 | $9.4M | 65k | 145.44 |
| 2023-03-31 | $8.6M | 66k | 130.31 |
| 2022-12-31 | $9.0M | 67k | 134.10 |
| 2022-09-30 | $7.1M | 68k | 104.49 |
| 2022-06-30 | $8.2M | 72k | 112.61 |
| 2022-03-31 | $9.8M | 72k | 136.31 |
| 2021-12-31 | $11M | 70k | 158.35 |
| 2021-09-30 | $11M | 70k | 163.69 |
| 2021-06-30 | $11M | 70k | 155.54 |
| 2021-03-31 | $10M | 67k | 152.22 |
| 2020-12-31 | $8.5M | 67k | 127.07 |
| 2020-09-30 | $6.6M | 69k | 96.26 |
| 2020-06-30 | $6.2M | 66k | 94.07 |
| 2020-03-31 | $5.7M | 63k | 90.02 |
| 2019-12-31 | $10M | 73k | 139.40 |