JPMorgan Chase & Co. shares owned by Whelan Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $689k | 3.3k | 210.84 |
| 2024-06-30 | $647k | 3.2k | 202.26 |
| 2024-03-31 | $621k | 3.1k | 200.30 |
| 2023-12-31 | $458k | 2.7k | 170.10 |
| 2023-09-30 | $401k | 2.8k | 145.01 |
| 2023-06-30 | $363k | 2.5k | 145.47 |
| 2023-03-31 | $312k | 2.4k | 130.29 |
| 2022-12-31 | $320k | 2.4k | 134.11 |
| 2022-09-30 | $249k | 2.4k | 104.40 |