JPMorgan Chase & Co. shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $365k | 2.1k | 170.17 |
| 2023-09-30 | $328k | 2.3k | 145.02 |
| 2023-06-30 | $431k | 3.0k | 145.44 |
| 2023-03-31 | $335k | 2.6k | 130.31 |
| 2022-12-31 | $338k | 2.5k | 133.91 |
| 2022-09-30 | $333k | 3.2k | 104.52 |
| 2022-06-30 | $288k | 2.6k | 112.54 |
| 2022-03-31 | $253k | 1.9k | 136.09 |
| 2021-12-31 | $297k | 1.9k | 158.57 |
| 2021-09-30 | $304k | 1.9k | 163.53 |
| 2021-06-30 | $309k | 2.0k | 155.43 |
| 2021-03-31 | $282k | 1.9k | 152.19 |
| 2020-12-31 | $235k | 1.9k | 126.82 |
| 2020-06-30 | $210k | 2.2k | 94.25 |
| 2020-03-31 | $214k | 2.4k | 90.18 |
| 2019-12-31 | $325k | 2.3k | 139.25 |
| 2019-09-30 | $281k | 2.4k | 117.87 |
| 2019-06-30 | $266k | 2.4k | 111.91 |
| 2019-03-31 | $234k | 2.3k | 101.39 |
| 2018-12-31 | $230k | 2.4k | 97.50 |
| 2018-09-30 | $271k | 2.4k | 112.87 |
| 2018-06-30 | $268k | 2.6k | 104.16 |
| 2018-03-31 | $346k | 3.1k | 110.09 |
More positions owned by Willow Creek Wealth Management
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