JPMorgan Chase & Co. shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 19k | 315.43 |
| 2025-06-30 | $5.4M | 19k | 289.91 |
| 2025-03-31 | $4.3M | 18k | 245.30 |
| 2024-12-31 | $4.4M | 18k | 239.71 |
| 2024-09-30 | $3.6M | 17k | 210.86 |
| 2024-06-30 | $2.9M | 14k | 202.26 |
| 2024-03-31 | $2.9M | 14k | 200.30 |
| 2023-12-31 | $2.5M | 15k | 170.10 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.45 |
| 2023-03-31 | $1.4M | 11k | 130.33 |
| 2022-12-31 | $1.4M | 11k | 134.13 |
| 2022-09-30 | $1.1M | 10k | 104.47 |
| 2022-06-30 | $1.2M | 10k | 112.60 |
| 2022-03-31 | $1.5M | 11k | 136.36 |
| 2021-12-31 | $1.7M | 10k | 158.38 |
| 2021-09-30 | $1.7M | 10k | 163.64 |
| 2021-06-30 | $1.6M | 10k | 155.60 |
| 2021-03-31 | $1.6M | 10k | 152.19 |
| 2020-12-31 | $1.3M | 9.9k | 127.09 |
| 2020-09-30 | $875k | 9.0k | 96.89 |
| 2020-06-30 | $748k | 8.0k | 93.28 |
| 2020-03-31 | $758k | 8.4k | 90.06 |
| 2019-12-31 | $1.2M | 8.3k | 139.42 |
| 2019-09-30 | $987k | 8.4k | 117.71 |
| 2019-06-30 | $884k | 7.9k | 111.79 |
| 2019-03-31 | $772k | 7.5k | 102.41 |
| 2018-12-31 | $707k | 7.2k | 97.68 |
| 2018-09-30 | $791k | 7.0k | 112.90 |
| 2018-06-30 | $650k | 6.2k | 104.15 |
| 2018-03-31 | $565k | 5.1k | 110.14 |
| 2017-12-31 | $594k | 5.4k | 110.12 |