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JPMorgan Chase & Co. shares owned by Willner & Heller

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $895k 5.3k 170.10
2022-12-31 $675k 5.0k 134.09
2022-09-30 $544k 5.2k 104.47
2022-06-30 $576k 5.1k 112.52
2022-03-31 $770k 4.9k 158.34
2021-12-31 $825k 5.0k 163.63