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JPMorgan Chase & Co. shares owned by Wafra Investment Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wafra Investment Advisory Group from 13F filings

Historical chart of Wafra Investment Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wafra Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wafra Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 125k 170.10
2023-09-30 $45M 308k 145.02
2023-06-30 $45M 308k 145.44
2023-03-31 $40M 308k 130.31
2022-12-31 $37M 272k 134.10
2022-09-30 $21M 202k 104.50
2022-06-30 $23M 202k 112.61
2022-03-31 $47M 341k 136.32
2021-12-31 $84M 515k 163.69
2021-09-30 $84M 515k 163.69
2021-06-30 $80M 515k 155.54
2021-03-31 $67M 440k 152.23
2020-12-31 $56M 440k 127.07
2020-09-30 $39M 400k 96.27
2020-06-30 $24M 260k 94.06
2020-03-31 $23M 260k 90.03
2019-03-31 $6.2M 61k 101.24
2018-12-31 $6.0M 61k 97.62
2017-09-30 $700k 7.3k 95.55
2017-06-30 $5.4M 59k 91.41
2017-03-31 $13M 145k 87.84
2016-12-31 $21M 248k 86.29
2016-09-30 $23M 338k 66.59
2016-06-30 $19M 309k 62.14
2016-03-31 $9.3M 157k 59.22
2015-12-31 $18M 268k 66.03
2015-09-30 $12M 204k 60.97
2015-06-30 $14M 209k 67.76
2014-03-31 $23M 381k 60.71
2013-12-31 $19M 316k 58.48
2013-09-30 $16M 316k 51.69
2013-06-30 $17M 316k 52.79