JPMorgan Chase & Co. shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 11k | 239.71 |
| 2024-09-30 | $1.8M | 8.3k | 210.86 |
| 2024-06-30 | $988k | 4.9k | 202.26 |
| 2024-03-31 | $838k | 4.2k | 200.32 |
| 2023-09-30 | $827k | 5.7k | 145.01 |
| 2023-06-30 | $774k | 5.3k | 145.43 |
| 2023-03-31 | $697k | 5.3k | 130.31 |
| 2022-09-30 | $3.5M | 34k | 104.50 |
| 2022-06-30 | $3.6M | 32k | 112.60 |
| 2022-03-31 | $4.2M | 31k | 136.33 |
| 2021-12-31 | $4.8M | 30k | 158.36 |
| 2021-09-30 | $4.0M | 25k | 163.69 |
| 2021-06-30 | $3.8M | 25k | 155.54 |
| 2021-03-31 | $3.7M | 24k | 152.22 |
| 2020-12-31 | $3.1M | 24k | 127.08 |
| 2020-09-30 | $2.3M | 24k | 96.28 |
| 2020-06-30 | $2.1M | 23k | 94.08 |
| 2020-03-31 | $52k | 580 | 89.66 |
| 2019-12-31 | $81k | 579 | 139.90 |
More positions owned by Walled Lake Planning & Wealth Management
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