JPMorgan Chase & Co. shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 65k | 210.86 |
| 2024-06-30 | $13M | 65k | 202.26 |
| 2024-03-31 | $13M | 65k | 200.30 |
| 2023-12-31 | $11M | 65k | 170.10 |
| 2023-09-30 | $9.3M | 64k | 145.03 |
| 2023-06-30 | $9.4M | 64k | 145.44 |
| 2023-03-31 | $8.3M | 64k | 130.31 |
| 2022-12-31 | $8.5M | 63k | 134.10 |
| 2022-09-30 | $6.6M | 63k | 104.51 |
| 2022-06-30 | $7.0M | 62k | 112.62 |
| 2022-03-31 | $8.4M | 62k | 136.32 |
| 2021-12-31 | $9.6M | 60k | 158.35 |
| 2021-09-30 | $9.9M | 61k | 163.70 |
| 2021-06-30 | $9.4M | 61k | 155.54 |
| 2021-03-31 | $9.2M | 61k | 152.24 |
| 2020-12-31 | $7.7M | 61k | 127.07 |
| 2020-09-30 | $6.1M | 63k | 96.27 |
| 2020-06-30 | $5.9M | 63k | 94.06 |
| 2020-03-31 | $5.4M | 60k | 90.03 |
| 2019-12-31 | $8.5M | 60k | 142.86 |
| 2019-09-30 | $7.1M | 60k | 117.69 |
| 2019-06-30 | $6.7M | 60k | 112.90 |
| 2019-03-31 | $6.2M | 60k | 102.88 |
| 2018-12-31 | $5.9M | 60k | 99.26 |
| 2018-09-30 | $6.7M | 59k | 112.84 |
| 2018-06-30 | $6.2M | 60k | 104.20 |
| 2018-03-31 | $6.5M | 59k | 109.96 |
| 2017-12-31 | $6.1M | 57k | 106.94 |
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