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.
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Quarterly reported holdings in JPMorgan Chase & Co. by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |