JPMorgan Chase & Co. shares owned by Winch Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 24k | 210.86 |
| 2024-06-30 | $4.9M | 24k | 202.26 |
| 2024-03-31 | $4.8M | 24k | 200.30 |
| 2023-12-31 | $4.1M | 24k | 170.10 |
| 2023-09-30 | $3.5M | 24k | 145.00 |
| 2023-06-30 | $3.5M | 24k | 145.45 |
| 2023-03-31 | $3.1M | 24k | 130.31 |
| 2022-12-31 | $3.2M | 24k | 134.09 |
| 2022-09-30 | $2.5M | 24k | 104.49 |
| 2022-06-30 | $2.7M | 24k | 112.60 |
| 2022-03-31 | $3.3M | 24k | 136.30 |
| 2021-12-31 | $3.9M | 25k | 158.36 |
| 2021-09-30 | $4.0M | 25k | 163.68 |
| 2021-06-30 | $3.8M | 24k | 155.55 |
| 2021-03-31 | $3.6M | 24k | 152.22 |
| 2020-12-31 | $2.9M | 23k | 127.09 |
| 2020-09-30 | $2.2M | 23k | 96.27 |
| 2020-06-30 | $2.0M | 22k | 94.05 |
| 2020-03-31 | $477k | 5.3k | 90.03 |
| 2019-12-31 | $745k | 5.3k | 139.46 |
| 2019-09-30 | $596k | 5.1k | 117.69 |
| 2019-06-30 | $432k | 3.9k | 111.77 |
| 2019-03-31 | $335k | 3.3k | 101.33 |
| 2018-12-31 | $241k | 2.5k | 97.81 |
| 2018-09-30 | $265k | 2.4k | 112.77 |
| 2018-06-30 | $470k | 4.5k | 104.19 |
| 2018-03-31 | $4.0M | 36k | 109.97 |
| 2017-12-31 | $3.5M | 33k | 106.95 |
| 2017-09-30 | $3.0M | 32k | 95.59 |
| 2017-06-30 | $3.1M | 34k | 91.41 |
| 2017-03-31 | $3.1M | 35k | 87.84 |
| 2016-12-31 | $2.6M | 30k | 86.29 |
| 2016-09-30 | $2.1M | 32k | 66.61 |
| 2016-06-30 | $75k | 1.2k | 62.29 |
| 2016-03-31 | $69k | 1.2k | 59.59 |
| 2015-12-31 | $44k | 670 | 65.67 |
| 2015-09-30 | $46k | 748 | 61.50 |
| 2015-06-30 | $1.8M | 27k | 67.77 |
| 2015-03-31 | $43k | 704 | 61.08 |
| 2014-09-30 | $39k | 648 | 60.19 |
| 2014-06-30 | $37k | 644 | 57.45 |
| 2014-03-31 | $1.3M | 22k | 60.69 |