JPMorgan Chase & Co. shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $551k | 2.6k | 210.86 |
| 2024-06-30 | $517k | 2.6k | 202.25 |
| 2024-03-31 | $493k | 2.5k | 200.31 |
| 2023-09-30 | $393k | 2.7k | 145.03 |
| 2023-06-30 | $399k | 2.7k | 145.45 |
| 2023-03-31 | $425k | 3.3k | 130.30 |
| 2022-12-31 | $248k | 1.9k | 134.11 |
| 2021-09-30 | $340k | 2.1k | 163.54 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group