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JPMorgan Chase & Co. shares owned by Von Berge Wealth Management Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Von Berge Wealth Management Group from 13F filings

Historical chart of Von Berge Wealth Management Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Von Berge Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Von Berge Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $427k 1.7k 247.03
2024-06-30 $360k 1.8k 205.45
2024-03-31 $351k 1.8k 200.30
2023-12-31 $296k 1.8k 169.05
2023-09-30 $569k 3.9k 145.02
2023-06-30 $221k 1.5k 145.44
2022-09-30 $317k 3.0k 104.95
2022-06-30 $226k 2.0k 111.88
2022-03-31 $318k 2.5k 126.19
2021-12-31 $226k 1.5k 148.68