JPMorgan Chase & Co. shares owned by Wealth Effects
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.3M | 31k | 239.71 |
| 2024-09-30 | $6.5M | 31k | 210.86 |
| 2024-06-30 | $6.2M | 31k | 202.26 |
| 2024-03-31 | $6.1M | 31k | 200.30 |
| 2023-12-31 | $5.5M | 32k | 170.10 |
| 2023-09-30 | $4.3M | 30k | 145.02 |
| 2023-06-30 | $4.4M | 30k | 145.44 |
| 2023-03-31 | $4.0M | 31k | 130.31 |
| 2022-12-31 | $4.3M | 32k | 134.10 |
| 2022-09-30 | $3.4M | 32k | 104.51 |
| 2022-06-30 | $3.6M | 32k | 112.62 |
| 2022-03-31 | $4.3M | 32k | 136.33 |
| 2021-12-31 | $4.9M | 31k | 158.35 |