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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Whelan Financial

Quarter filed Position value Share count Share price at filing
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