JPMorgan Chase & Co. shares owned by vontobel swiss wealth advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by vontobel swiss wealth advisors
from 13F filings
Historical chart of vontobel swiss wealth advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by vontobel swiss 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 vontobel swiss wealth advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $1.7M | 11k | 155.53 |
| 2021-03-31 | $1.5M | 9.7k | 152.27 |
| 2020-12-31 | $1.7M | 13k | 127.06 |
| 2020-09-30 | $1.2M | 13k | 96.23 |
| 2020-06-30 | $1.2M | 13k | 94.03 |
| 2020-03-31 | $1.2M | 13k | 90.01 |
| 2019-12-31 | $2.0M | 14k | 139.38 |
| 2019-09-30 | $1.8M | 15k | 117.69 |
| 2019-06-30 | $1.7M | 15k | 111.81 |
| 2018-12-31 | $302k | 3.1k | 97.61 |
| 2018-09-30 | $320k | 2.8k | 112.68 |
| 2018-06-30 | $339k | 3.3k | 104.31 |
| 2018-03-31 | $357k | 3.3k | 109.85 |
| 2017-12-31 | $425k | 4.0k | 106.86 |
| 2017-09-30 | $328k | 3.4k | 95.57 |
More positions owned by vontobel swiss wealth advisors
View all positions for vontobel swiss wealth advisors