JPMorgan Chase & Co. shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 12k | 210.86 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.6M | 13k | 200.30 |
| 2023-12-31 | $2.2M | 13k | 170.10 |
| 2023-09-30 | $1.9M | 13k | 145.02 |
| 2023-06-30 | $1.9M | 13k | 145.44 |
| 2023-03-31 | $1.8M | 14k | 130.31 |
| 2022-09-30 | $1.5M | 15k | 104.48 |
| 2022-06-30 | $1.7M | 15k | 112.85 |
| 2022-03-31 | $1.9M | 15k | 123.35 |
| 2021-12-31 | $2.5M | 16k | 158.36 |
| 2021-09-30 | $2.6M | 16k | 163.68 |
| 2021-06-30 | $2.4M | 16k | 151.65 |
| 2021-03-31 | $3.0M | 20k | 152.24 |
| 2020-12-31 | $1.9M | 14k | 135.94 |
| 2020-09-30 | $1.4M | 14k | 96.23 |
| 2020-06-30 | $1.4M | 15k | 94.02 |
| 2020-03-31 | $1.2M | 14k | 89.96 |
| 2019-12-31 | $2.0M | 15k | 139.35 |
| 2019-09-30 | $1.9M | 16k | 117.64 |
| 2019-06-30 | $1.8M | 16k | 111.79 |
| 2019-03-31 | $1.6M | 16k | 101.17 |
| 2018-12-31 | $1.5M | 15k | 97.60 |
| 2018-09-30 | $1.6M | 14k | 112.78 |
| 2018-06-30 | $1.6M | 16k | 104.19 |
| 2018-03-31 | $1.6M | 15k | 109.95 |
| 2017-12-31 | $1.5M | 14k | 106.93 |
| 2017-09-30 | $485k | 14k | 33.65 |
| 2017-06-30 | $1.3M | 14k | 91.36 |
| 2017-03-31 | $1.3M | 14k | 87.84 |
| 2016-12-31 | $1.1M | 13k | 86.24 |
| 2016-09-30 | $834k | 13k | 66.53 |
| 2016-06-30 | $721k | 12k | 62.07 |
| 2016-03-31 | $694k | 12k | 59.16 |
| 2015-12-31 | $603k | 9.1k | 65.94 |
| 2015-09-30 | $557k | 9.1k | 60.91 |
| 2015-06-30 | $619k | 9.1k | 67.69 |
| 2015-03-31 | $566k | 9.3k | 60.57 |
| 2014-12-31 | $641k | 10k | 62.54 |
| 2014-09-30 | $557k | 9.3k | 60.22 |
| 2014-06-30 | $531k | 9.2k | 57.57 |
| 2014-03-31 | $605k | 10k | 60.66 |
| 2013-12-31 | $636k | 11k | 58.47 |
| 2013-09-30 | $497k | 9.6k | 51.72 |
| 2013-06-30 | $553k | 11k | 52.72 |