JPMorgan Chase & Co. shares owned by Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Advisors
from 13F filings
Historical chart of Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $379k | 2.6k | 145.02 |
| 2023-06-30 | $387k | 2.6k | 148.15 |
| 2023-03-31 | $336k | 2.6k | 128.52 |
| 2022-12-31 | $326k | 2.4k | 134.10 |
| 2022-09-30 | $254k | 2.4k | 104.53 |
| 2022-06-30 | $274k | 2.4k | 112.76 |
| 2022-03-31 | $331k | 2.4k | 136.21 |
| 2021-12-31 | $403k | 2.5k | 158.29 |
| 2021-09-30 | $425k | 2.5k | 166.99 |
| 2021-06-30 | $381k | 2.5k | 151.73 |
| 2021-03-31 | $384k | 2.6k | 149.13 |
| 2020-12-31 | $327k | 2.6k | 127.04 |
| 2020-09-30 | $294k | 2.9k | 101.62 |
| 2020-06-30 | $275k | 2.9k | 95.09 |
| 2020-03-31 | $250k | 2.9k | 87.26 |
| 2019-12-31 | $1.3M | 9.9k | 135.63 |