JPMorgan Chase & Co. shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 54k | 210.86 |
| 2024-06-30 | $11M | 55k | 202.26 |
| 2024-03-31 | $10M | 51k | 200.30 |
| 2023-12-31 | $6.7M | 39k | 170.10 |
| 2023-09-30 | $6.2M | 43k | 145.02 |
| 2023-06-30 | $6.3M | 43k | 145.44 |
| 2023-03-31 | $5.6M | 43k | 130.31 |
| 2022-12-31 | $5.6M | 42k | 134.10 |
| 2022-09-30 | $4.3M | 42k | 104.51 |
| 2022-06-30 | $2.6M | 24k | 112.62 |
| 2022-03-31 | $3.1M | 23k | 136.32 |
| 2021-12-31 | $3.5M | 22k | 158.35 |
| 2021-09-30 | $3.8M | 23k | 163.69 |
| 2021-06-30 | $3.4M | 22k | 155.52 |
| 2021-03-31 | $3.4M | 23k | 152.25 |
| 2020-12-31 | $2.2M | 17k | 127.08 |
| 2020-09-30 | $1.7M | 17k | 96.24 |
| 2020-06-30 | $1.6M | 18k | 94.06 |
| 2020-03-31 | $1.5M | 17k | 90.01 |
| 2019-12-31 | $1.5M | 11k | 139.37 |
| 2019-09-30 | $1.3M | 11k | 117.68 |
| 2019-06-30 | $1.1M | 10k | 111.84 |
| 2019-03-31 | $1.0M | 10k | 101.25 |
| 2018-12-31 | $1.1M | 11k | 97.61 |
| 2018-09-30 | $1.2M | 11k | 112.81 |
| 2018-06-30 | $1.1M | 11k | 104.15 |
| 2018-03-31 | $1.1M | 9.9k | 110.02 |
| 2017-12-31 | $943k | 8.8k | 106.92 |
| 2017-09-30 | $672k | 7.0k | 95.51 |
More positions owned by Wealthcare Advisory Partners
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