JPMorgan Chase & Co. shares owned by Wills Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wills Financial Group
from 13F filings
Historical chart of Wills Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wills Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 16k | 210.86 |
| 2024-06-30 | $3.2M | 16k | 202.26 |
| 2024-03-31 | $3.1M | 16k | 200.30 |
| 2023-12-31 | $2.5M | 15k | 170.10 |
| 2023-09-30 | $1.0M | 6.9k | 145.02 |
| 2023-06-30 | $1.0M | 6.9k | 145.44 |
| 2023-03-31 | $899k | 6.9k | 130.32 |
| 2022-12-31 | $778k | 5.8k | 134.09 |
| 2022-09-30 | $632k | 6.1k | 104.45 |
| 2022-06-30 | $472k | 4.2k | 112.57 |
| 2022-03-31 | $323k | 2.4k | 136.40 |
| 2021-12-31 | $358k | 2.3k | 158.34 |
| 2021-09-30 | $370k | 2.3k | 163.64 |
| 2021-06-30 | $351k | 2.3k | 155.24 |
| 2021-03-31 | $338k | 2.2k | 151.84 |
| 2020-12-31 | $278k | 2.2k | 126.65 |
| 2019-03-31 | $1.2M | 12k | 101.21 |
| 2018-12-31 | $1.3M | 13k | 97.61 |
| 2018-09-30 | $2.0M | 18k | 112.84 |
| 2018-06-30 | $1.8M | 18k | 104.19 |
| 2018-03-31 | $1.9M | 17k | 109.95 |