JPMorgan Chase & Co. shares owned by Wambolt & Associates
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 4.3k | 290.44 |
| 2025-03-31 | $1.1M | 4.5k | 243.68 |
| 2024-12-31 | $1.3M | 5.5k | 239.75 |
| 2024-09-30 | $1.8M | 8.7k | 207.07 |
| 2024-03-31 | $1.9M | 9.3k | 198.93 |
| 2023-12-31 | $2.4M | 14k | 170.10 |
| 2023-09-30 | $2.2M | 15k | 143.77 |
| 2023-06-30 | $2.1M | 15k | 145.44 |
| 2023-03-31 | $1.9M | 15k | 130.16 |
| 2022-12-31 | $2.0M | 15k | 134.10 |
| 2022-09-30 | $1.5M | 15k | 104.51 |
| 2022-06-30 | $1.7M | 15k | 112.59 |
| 2022-03-31 | $2.0M | 15k | 135.28 |
| 2021-12-31 | $3.2M | 20k | 158.36 |
| 2021-09-30 | $3.3M | 20k | 167.12 |
| 2021-06-30 | $2.9M | 19k | 157.07 |
| 2021-03-31 | $2.1M | 14k | 153.73 |
| 2020-12-31 | $1.5M | 12k | 127.09 |
| 2020-09-30 | $1.1M | 12k | 96.28 |
| 2020-06-30 | $1.0M | 11k | 94.10 |
| 2020-03-31 | $721k | 8.0k | 90.09 |
| 2019-12-31 | $775k | 5.6k | 139.36 |
| 2019-09-30 | $526k | 4.5k | 117.67 |
| 2019-06-30 | $495k | 4.4k | 111.81 |
| 2019-03-31 | $330k | 3.1k | 105.00 |