JPMorgan Chase & Co. shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by waypoint wealth counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.5M | 7.2k | 210.85 |
2024-06-30 | $1.4M | 6.8k | 202.26 |
2024-03-31 | $1.4M | 6.8k | 200.29 |
2023-12-31 | $1.1M | 6.7k | 170.10 |
2023-09-30 | $976k | 6.7k | 145.03 |
2023-03-31 | $888k | 6.8k | 130.30 |
2022-12-31 | $920k | 6.9k | 134.10 |