JPMorgan Chase & Co. shares owned by Wellesley Investment Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wellesley Investment Partners
from 13F filings
Historical chart of Wellesley Investment Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wellesley Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.2M | 12k | 96.24 |
| 2020-06-30 | $1.2M | 13k | 94.00 |
| 2020-03-31 | $1.2M | 13k | 89.99 |
| 2019-12-31 | $2.0M | 14k | 139.33 |
| 2019-09-30 | $1.8M | 15k | 117.67 |
| 2019-06-30 | $1.5M | 14k | 111.76 |
| 2019-03-31 | $1.9M | 19k | 101.22 |
| 2018-12-31 | $2.0M | 21k | 97.58 |
| 2018-09-30 | $2.3M | 20k | 112.80 |
| 2018-06-30 | $2.1M | 20k | 104.20 |
| 2018-03-31 | $2.1M | 19k | 109.97 |
| 2017-12-31 | $2.0M | 19k | 106.90 |
| 2017-09-30 | $1.7M | 18k | 95.47 |
| 2017-06-30 | $1.7M | 19k | 91.37 |
| 2017-03-31 | $1.5M | 18k | 87.82 |
| 2016-12-31 | $1.6M | 18k | 86.28 |
| 2016-09-30 | $1.1M | 17k | 66.56 |
| 2016-06-30 | $986k | 16k | 62.10 |
| 2016-03-31 | $881k | 15k | 59.24 |
| 2015-12-31 | $891k | 14k | 65.99 |
More positions owned by Wellesley Investment Partners
View all positions for Wellesley Investment Partners