JPMorgan Chase & Co. shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wellspring Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $743k | 3.7k | 202.26 |
2024-03-31 | $655k | 3.3k | 200.30 |
2023-09-30 | $431k | 3.0k | 145.02 |
2023-06-30 | $237k | 1.6k | 145.44 |
2023-03-31 | $219k | 1.7k | 130.31 |
2022-12-31 | $345k | 2.6k | 134.10 |
2022-06-30 | $221k | 2.0k | 112.41 |
2022-03-31 | $275k | 2.0k | 136.41 |
2021-12-31 | $322k | 2.0k | 158.46 |
2021-09-30 | $312k | 1.9k | 163.78 |
2021-06-30 | $296k | 1.9k | 155.38 |
2021-03-31 | $263k | 2.9k | 90.04 |
2020-12-31 | $268k | 2.1k | 126.36 |
2020-09-30 | $233k | 2.4k | 96.32 |
2020-06-30 | $228k | 2.4k | 93.87 |
2020-03-31 | $263k | 2.9k | 90.04 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors