JPMorgan Chase & Co. shares owned by Wealthsource Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 22k | 170.10 |
| 2023-09-30 | $3.4M | 23k | 145.02 |
| 2023-06-30 | $3.6M | 25k | 145.44 |
| 2023-03-31 | $3.1M | 24k | 130.31 |
| 2022-12-31 | $3.3M | 25k | 134.10 |
| 2022-09-30 | $3.0M | 29k | 104.50 |
| 2022-06-30 | $3.5M | 31k | 112.62 |
| 2022-03-31 | $7.7M | 57k | 136.33 |
| 2021-12-31 | $3.6M | 23k | 158.33 |
| 2021-09-30 | $3.6M | 22k | 163.71 |
| 2021-06-30 | $3.2M | 20k | 155.54 |
| 2021-03-31 | $3.7M | 24k | 152.24 |
| 2020-12-31 | $2.9M | 23k | 127.08 |
| 2020-09-30 | $2.8M | 29k | 96.26 |
| 2020-06-30 | $2.5M | 26k | 94.04 |
| 2020-03-31 | $2.9M | 32k | 90.05 |
| 2019-12-31 | $3.7M | 27k | 139.39 |
| 2019-09-30 | $2.9M | 24k | 117.70 |
| 2019-06-30 | $3.1M | 28k | 111.79 |
| 2019-03-31 | $2.1M | 21k | 101.25 |
| 2018-12-31 | $1.8M | 18k | 97.64 |
| 2018-09-30 | $1.6M | 15k | 112.87 |
| 2018-06-30 | $1.6M | 15k | 104.17 |
| 2018-03-31 | $1.8M | 21k | 87.83 |
| 2017-12-31 | $2.4M | 22k | 106.94 |
| 2017-09-30 | $2.1M | 22k | 95.52 |
| 2017-06-30 | $2.0M | 22k | 91.42 |
| 2017-03-31 | $1.8M | 21k | 87.83 |
| 2016-12-31 | $1.6M | 18k | 86.27 |
| 2016-09-30 | $1.4M | 20k | 66.57 |
| 2016-06-30 | $811k | 13k | 62.18 |
| 2016-03-31 | $961k | 16k | 59.23 |