JPMorgan Chase & Co. shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 8.4k | 210.85 |
| 2024-06-30 | $1.7M | 8.5k | 202.24 |
| 2024-03-31 | $1.7M | 8.6k | 200.28 |
| 2023-12-31 | $1.5M | 8.6k | 170.10 |
| 2023-09-30 | $1.2M | 8.6k | 144.97 |
| 2023-06-30 | $1.3M | 8.8k | 145.48 |
| 2023-03-31 | $1.1M | 8.4k | 130.29 |
| 2022-12-31 | $1.1M | 8.4k | 134.08 |
| 2022-09-30 | $1.1M | 10k | 104.54 |
| 2022-06-30 | $1.2M | 11k | 112.60 |
| 2022-03-31 | $1.5M | 11k | 136.30 |
| 2021-12-31 | $1.7M | 11k | 158.31 |
| 2021-09-30 | $1.7M | 10k | 163.72 |
| 2021-06-30 | $1.6M | 10k | 155.56 |
| 2021-03-31 | $1.6M | 10k | 152.20 |
| 2020-12-31 | $1.4M | 11k | 127.11 |
| 2020-03-31 | $984k | 11k | 90.03 |
| 2019-12-31 | $1.6M | 11k | 139.38 |
| 2019-09-30 | $1.2M | 10k | 117.65 |
| 2019-06-30 | $1.1M | 10k | 111.81 |
| 2019-03-31 | $998k | 9.9k | 101.22 |
| 2018-12-31 | $966k | 9.9k | 97.58 |
| 2018-09-30 | $925k | 8.2k | 112.80 |
| 2018-06-30 | $543k | 5.2k | 104.12 |
| 2018-03-31 | $575k | 5.2k | 109.92 |
| 2017-12-31 | $559k | 5.2k | 106.86 |
| 2017-09-30 | $507k | 5.3k | 95.55 |
| 2017-06-30 | $485k | 5.3k | 91.41 |
| 2017-03-31 | $468k | 5.3k | 87.79 |
| 2016-12-31 | $469k | 5.4k | 86.36 |
| 2016-09-30 | $382k | 5.7k | 66.66 |
| 2016-06-30 | $341k | 5.5k | 62.21 |
| 2016-03-31 | $301k | 5.1k | 59.24 |
| 2015-12-31 | $335k | 5.1k | 65.93 |
| 2015-09-30 | $310k | 5.1k | 61.01 |
| 2015-06-30 | $344k | 5.1k | 67.70 |
More positions owned by Westbourne Investment Advisors
Home Depot (HD)
View all positions for Westbourne Investment Advisors