JPMorgan Chase & Co. shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $567k | 2.7k | 210.86 |
| 2024-06-30 | $512k | 2.5k | 202.26 |
| 2024-03-31 | $491k | 2.5k | 200.30 |
| 2023-12-31 | $300k | 1.8k | 170.10 |
| 2023-06-30 | $340k | 2.3k | 145.44 |
| 2023-03-31 | $175k | 1.3k | 130.31 |
| 2022-12-31 | $300k | 2.2k | 134.10 |
| 2022-09-30 | $234k | 2.2k | 104.75 |
| 2022-06-30 | $272k | 2.3k | 116.98 |
| 2022-03-31 | $350k | 2.6k | 136.29 |
| 2021-12-31 | $363k | 2.3k | 158.28 |