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

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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
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