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JPMorgan Chase & Co. shares owned by Wealthstreet Investment Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealthstreet Investment Advisors from 13F filings

Historical chart of Wealthstreet Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wealthstreet Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wealthstreet Investment Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $23k 166 138.55
2021-12-31 $26k 166 156.63
2021-09-30 $27k 166 162.65
2021-06-30 $26k 166 156.63
2021-03-31 $25M 162k 152.31
2020-12-31 $21M 162k 127.12
2020-09-30 $16M 164k 96.39
2020-06-30 $16M 167k 94.04
2020-03-31 $15M 169k 90.64
2019-12-31 $24M 169k 139.40
2019-09-30 $21M 170k 126.35
2019-06-30 $20M 174k 111.73
2019-03-31 $18M 176k 104.17
2018-12-31 $19M 180k 103.88
2018-09-30 $20M 179k 112.78
2018-06-30 $19M 180k 104.17
2018-03-31 $23M 204k 110.00
2017-12-31 $22M 206k 106.94