JPMorgan Chase & Co. shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $922k | 4.4k | 210.88 |
| 2024-06-30 | $894k | 4.4k | 202.24 |
| 2024-03-31 | $916k | 4.6k | 200.28 |
| 2023-12-31 | $770k | 4.5k | 170.10 |
| 2023-09-30 | $589k | 4.1k | 145.02 |
| 2023-06-30 | $555k | 3.8k | 145.43 |
| 2023-03-31 | $429k | 3.3k | 130.30 |
| 2022-12-31 | $446k | 3.3k | 134.09 |
| 2022-09-30 | $345k | 3.3k | 104.45 |
| 2022-06-30 | $272k | 2.4k | 112.44 |
| 2022-03-31 | $313k | 2.3k | 136.38 |
| 2021-12-31 | $398k | 2.5k | 158.19 |