JPMorgan Chase & Co. shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Westover Capital 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 Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.7M | 39k | 170.10 |
| 2023-09-30 | $5.3M | 37k | 145.02 |
| 2023-06-30 | $4.6M | 32k | 145.44 |
| 2023-03-31 | $4.0M | 31k | 130.31 |
| 2022-12-31 | $4.1M | 31k | 134.10 |
| 2022-09-30 | $3.4M | 33k | 104.50 |
| 2022-06-30 | $3.7M | 33k | 112.62 |
| 2022-03-31 | $4.3M | 32k | 136.31 |
| 2021-12-31 | $5.2M | 33k | 158.35 |
| 2021-09-30 | $5.6M | 34k | 163.68 |
| 2021-06-30 | $5.1M | 33k | 155.54 |
| 2021-03-31 | $5.0M | 33k | 152.23 |
| 2020-12-31 | $4.2M | 33k | 127.06 |
| 2020-09-30 | $4.0M | 42k | 96.26 |
| 2020-06-30 | $4.0M | 42k | 94.05 |
| 2020-03-31 | $3.8M | 42k | 90.03 |
| 2019-12-31 | $5.9M | 43k | 139.39 |
| 2019-09-30 | $5.3M | 45k | 117.69 |
| 2019-06-30 | $5.0M | 45k | 111.79 |
| 2019-03-31 | $4.5M | 45k | 101.23 |
| 2018-12-31 | $4.1M | 42k | 97.62 |
| 2018-09-30 | $4.7M | 42k | 112.84 |
| 2018-06-30 | $4.0M | 39k | 104.20 |
| 2018-03-31 | $4.4M | 40k | 109.97 |
| 2017-12-31 | $2.8M | 26k | 106.95 |
| 2017-09-30 | $2.3M | 25k | 95.53 |
| 2017-06-30 | $1.8M | 19k | 91.40 |
| 2017-03-31 | $1.7M | 19k | 87.84 |
| 2016-12-31 | $2.2M | 25k | 86.28 |
| 2016-09-30 | $1.7M | 26k | 66.58 |
| 2016-06-30 | $1.7M | 28k | 62.15 |
| 2016-03-31 | $1.9M | 31k | 59.22 |
| 2015-12-31 | $2.1M | 32k | 66.02 |
| 2015-09-30 | $2.0M | 32k | 60.98 |
| 2015-06-30 | $2.2M | 32k | 67.77 |
| 2015-03-31 | $1.9M | 31k | 60.58 |
| 2014-12-31 | $2.8M | 44k | 62.59 |
| 2014-09-30 | $2.9M | 48k | 60.24 |
| 2014-06-30 | $2.8M | 49k | 57.62 |
| 2014-03-31 | $3.0M | 50k | 60.71 |
| 2013-12-31 | $2.9M | 50k | 58.49 |
| 2013-09-30 | $2.7M | 51k | 52.79 |
| 2013-06-30 | $3.1M | 59k | 52.80 |