JPMorgan Chase & Co. shares owned by Wealthquest
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Wealthquest consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 9.4k | 170.11 |
| 2023-09-30 | $1.3M | 9.2k | 145.03 |
| 2023-06-30 | $1.3M | 9.2k | 145.45 |
| 2023-03-31 | $1.2M | 9.2k | 130.32 |
| 2022-12-31 | $1.3M | 9.4k | 134.11 |
| 2022-09-30 | $1.0M | 9.7k | 104.41 |
| 2022-06-30 | $1.1M | 9.0k | 121.47 |
| 2022-03-31 | $1.6M | 10k | 158.28 |
| 2021-12-31 | $1.6M | 10k | 158.28 |
| 2021-09-30 | $1.7M | 10k | 163.67 |
| 2021-06-30 | $1.6M | 10k | 155.50 |
| 2021-03-31 | $1.7M | 11k | 152.19 |
| 2020-12-31 | $1.2M | 9.8k | 127.05 |
| 2020-09-30 | $907k | 9.4k | 96.24 |
| 2020-06-30 | $886k | 9.4k | 94.02 |
| 2019-12-31 | $1.5M | 11k | 139.33 |
| 2019-09-30 | $1.1M | 8.9k | 117.64 |
| 2019-06-30 | $1.1M | 9.8k | 111.77 |
| 2019-03-31 | $974k | 9.6k | 101.13 |
| 2018-12-31 | $934k | 9.6k | 97.61 |
| 2015-09-30 | $545k | 8.9k | 61.02 |
| 2015-06-30 | $612k | 9.0k | 67.76 |
| 2015-03-31 | $606k | 10k | 60.61 |
| 2014-12-31 | $626k | 10k | 62.61 |