JPMorgan Chase & Co. shares owned by Wealthspan Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $402k | 1.9k | 210.86 |
| 2024-06-30 | $390k | 1.9k | 202.24 |
| 2024-03-31 | $391k | 2.0k | 200.35 |
| 2023-12-31 | $332k | 2.0k | 170.12 |
| 2023-09-30 | $310k | 2.1k | 145.02 |
| 2023-06-30 | $325k | 2.2k | 145.42 |
| 2023-03-31 | $301k | 2.3k | 130.30 |
| 2022-12-31 | $338k | 2.5k | 134.08 |
| 2022-09-30 | $261k | 2.5k | 104.53 |
| 2022-06-30 | $276k | 2.4k | 112.70 |
| 2022-03-31 | $334k | 2.4k | 136.49 |
| 2021-12-31 | $387k | 2.4k | 158.28 |