JPMorgan Chase & Co. shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Waypoint Capital Advisors 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 Waypoint Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 6.6k | 200.31 |
| 2023-12-31 | $1.1M | 6.5k | 170.10 |
| 2023-09-30 | $943k | 6.5k | 145.01 |
| 2023-06-30 | $962k | 6.6k | 145.44 |
| 2023-03-31 | $851k | 6.5k | 130.31 |
| 2022-12-31 | $894k | 6.7k | 134.10 |
| 2022-09-30 | $654k | 6.3k | 104.07 |
| 2022-06-30 | $736k | 6.5k | 112.68 |
| 2022-03-31 | $875k | 6.4k | 136.42 |
| 2021-12-31 | $1.0M | 6.5k | 158.32 |