JPMorgan Chase & Co. shares owned by Wealth Architects
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 10k | 210.85 |
| 2024-06-30 | $2.1M | 10k | 202.25 |
| 2024-03-31 | $2.1M | 11k | 200.29 |
| 2023-12-31 | $1.9M | 11k | 170.09 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.4M | 11k | 130.31 |
| 2022-12-31 | $1.5M | 11k | 134.10 |
| 2022-09-30 | $1.2M | 11k | 104.52 |
| 2022-06-30 | $1.2M | 11k | 112.58 |
| 2022-03-31 | $1.5M | 11k | 136.33 |
| 2021-12-31 | $1.7M | 11k | 158.33 |
| 2021-09-30 | $1.7M | 11k | 163.70 |
| 2021-06-30 | $1.6M | 10k | 155.57 |
| 2021-03-31 | $1.2M | 7.8k | 152.29 |
| 2020-12-31 | $976k | 7.7k | 127.12 |
| 2020-09-30 | $752k | 7.8k | 96.24 |
| 2020-06-30 | $732k | 7.8k | 94.09 |
| 2020-03-31 | $656k | 7.3k | 90.04 |
| 2019-12-31 | $1.0M | 7.5k | 139.43 |
| 2019-09-30 | $908k | 7.7k | 117.66 |
| 2019-06-30 | $877k | 7.8k | 111.83 |
| 2019-03-31 | $763k | 7.5k | 101.25 |
| 2018-12-31 | $732k | 7.5k | 97.63 |
| 2018-09-30 | $848k | 7.5k | 112.84 |
| 2018-06-30 | $752k | 7.2k | 104.26 |
| 2018-03-31 | $809k | 7.4k | 109.92 |
| 2017-12-31 | $908k | 8.5k | 106.94 |
| 2017-09-30 | $828k | 8.7k | 95.52 |
| 2017-06-30 | $774k | 8.5k | 91.30 |
| 2017-03-31 | $746k | 8.5k | 87.83 |
| 2016-12-31 | $819k | 9.5k | 86.29 |
| 2016-09-30 | $541k | 8.1k | 66.55 |
| 2016-06-30 | $541k | 8.7k | 62.04 |
| 2016-03-31 | $516k | 8.7k | 59.17 |
| 2015-12-31 | $564k | 8.5k | 66.03 |
| 2015-09-30 | $521k | 8.5k | 60.99 |
| 2015-06-30 | $552k | 8.1k | 67.75 |
| 2015-03-31 | $332k | 5.5k | 60.50 |
| 2014-12-31 | $358k | 5.7k | 62.52 |