JPMorgan Chase & Co. shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Wagner Wealth Management 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 Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $895k | 4.5k | 200.29 |
| 2023-12-31 | $865k | 5.1k | 170.10 |
| 2023-09-30 | $995k | 6.9k | 145.01 |
| 2023-06-30 | $995k | 6.8k | 145.45 |
| 2023-03-31 | $852k | 6.5k | 130.32 |
| 2022-12-31 | $874k | 6.5k | 134.11 |
| 2022-09-30 | $679k | 6.5k | 104.51 |
| 2022-06-30 | $631k | 5.6k | 112.56 |
| 2022-03-31 | $743k | 5.5k | 136.28 |
| 2021-12-31 | $1.1M | 6.7k | 158.42 |
| 2021-09-30 | $1.1M | 6.3k | 169.85 |
| 2021-06-30 | $1.0M | 6.4k | 155.52 |
| 2021-03-31 | $911k | 6.0k | 152.19 |
| 2020-12-31 | $744k | 5.9k | 127.09 |
| 2018-09-30 | $600k | 5.3k | 112.82 |
| 2018-06-30 | $469k | 4.5k | 104.11 |
| 2018-03-31 | $451k | 4.1k | 110.00 |
| 2017-12-31 | $454k | 4.1k | 110.76 |