JPMorgan Chase & Co. shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 13k | 200.30 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.7M | 13k | 130.31 |
| 2022-12-31 | $1.8M | 13k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.50 |
| 2022-06-30 | $1.2M | 11k | 112.61 |
| 2022-03-31 | $1.2M | 8.8k | 136.27 |
| 2021-12-31 | $1.3M | 8.1k | 158.38 |
| 2021-09-30 | $1.2M | 7.1k | 163.62 |
| 2021-06-30 | $1.1M | 7.0k | 155.59 |
| 2021-03-31 | $1.0M | 6.9k | 152.23 |
| 2020-12-31 | $859k | 6.8k | 127.11 |
| 2020-09-30 | $557k | 5.8k | 96.35 |
| 2020-06-30 | $489k | 5.2k | 94.11 |
| 2020-03-31 | $467k | 5.2k | 90.08 |
| 2019-12-31 | $574k | 4.1k | 139.46 |
| 2019-09-30 | $472k | 4.1k | 116.14 |
| 2019-06-30 | $430k | 3.8k | 113.88 |
| 2019-03-31 | $400k | 3.5k | 113.22 |
| 2018-12-31 | $551k | 5.6k | 97.59 |
| 2018-09-30 | $515k | 4.6k | 112.79 |
| 2018-06-30 | $431k | 4.1k | 104.26 |
| 2018-03-31 | $440k | 4.0k | 110.06 |
| 2017-12-31 | $354k | 3.3k | 106.92 |
More positions owned by Wealth Alliance Advisory Group
View all positions for Wealth Alliance Advisory Group