JPMorgan Chase & Co. shares owned by Wharton Business Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $34M | 199k | 170.10 |
| 2023-09-30 | $29M | 199k | 145.02 |
| 2023-06-30 | $27M | 184k | 145.44 |
| 2023-03-31 | $24M | 183k | 130.31 |
| 2022-12-31 | $25M | 183k | 134.10 |
| 2022-09-30 | $19M | 182k | 104.50 |
| 2022-06-30 | $20M | 181k | 112.61 |
| 2022-03-31 | $27M | 172k | 158.35 |
| 2021-12-31 | $27M | 172k | 158.35 |
| 2021-09-30 | $27M | 168k | 163.69 |
| 2021-06-30 | $25M | 158k | 155.54 |
| 2021-03-31 | $23M | 154k | 152.23 |
| 2020-12-31 | $19M | 152k | 127.07 |
| 2020-09-30 | $15M | 150k | 96.27 |
| 2020-06-30 | $12M | 125k | 94.06 |
| 2020-03-31 | $10M | 113k | 90.03 |
| 2019-12-31 | $12M | 89k | 139.39 |
| 2019-09-30 | $10M | 87k | 117.69 |
| 2019-06-30 | $9.7M | 87k | 111.80 |
| 2019-03-31 | $8.8M | 87k | 101.23 |
| 2018-12-31 | $8.4M | 87k | 97.62 |
| 2018-09-30 | $7.5M | 67k | 112.84 |
| 2018-06-30 | $7.0M | 67k | 104.21 |
| 2018-03-31 | $7.3M | 67k | 109.97 |
| 2017-12-31 | $7.1M | 67k | 106.52 |
| 2017-09-30 | $6.4M | 67k | 95.52 |
| 2017-06-30 | $6.1M | 67k | 91.40 |
| 2017-03-31 | $5.9M | 67k | 87.84 |
| 2016-12-31 | $5.9M | 69k | 86.29 |
| 2016-09-30 | $5.9M | 89k | 66.59 |
| 2016-06-30 | $5.6M | 89k | 62.14 |
| 2016-03-31 | $5.4M | 91k | 59.22 |
| 2015-12-31 | $6.1M | 92k | 66.03 |
| 2015-09-30 | $5.6M | 92k | 60.97 |
| 2015-06-30 | $6.2M | 92k | 67.76 |
| 2015-03-31 | $5.6M | 92k | 60.58 |
| 2014-12-31 | $6.0M | 97k | 62.58 |
| 2014-09-30 | $5.8M | 96k | 60.24 |
| 2014-06-30 | $5.4M | 95k | 57.63 |
| 2014-03-31 | $2.3M | 37k | 60.70 |
| 2013-12-31 | $2.2M | 37k | 58.47 |
| 2013-09-30 | $1.1M | 22k | 51.69 |
| 2013-06-30 | $1.2M | 23k | 52.78 |