JPMorgan Chase & Co. shares owned by Wealth Management Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 11k | 200.30 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $1.7M | 12k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.4M | 10k | 130.31 |
| 2022-12-31 | $1.3M | 10k | 134.62 |
| 2022-09-30 | $1.1M | 10k | 108.00 |
| 2022-06-30 | $975k | 9.0k | 108.33 |
| 2022-03-31 | $1.2M | 9.0k | 134.00 |
| 2021-12-31 | $1.2M | 7.0k | 166.29 |
| 2021-09-30 | $1.1M | 7.1k | 155.56 |
| 2021-06-30 | $1.1M | 7.1k | 155.56 |
| 2021-03-31 | $1.1M | 7.0k | 154.86 |
| 2020-12-31 | $986k | 7.5k | 131.64 |
More positions owned by Wealth Management Partners
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