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JPMorgan Chase & Co. shares owned by Wolff Financial Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wolff Financial Management from 13F filings

Historical chart of Wolff Financial Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wolff Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $643k 3.2k 200.37
2023-12-31 $546k 3.2k 170.15
2023-09-30 $465k 3.2k 144.91
2023-06-30 $468k 3.2k 145.52
2023-03-31 $419k 3.2k 130.29
2022-12-31 $431k 3.2k 134.02
2022-09-30 $337k 3.2k 104.24
2022-06-30 $364k 3.2k 112.59
2022-03-31 $441k 3.2k 136.41
2021-12-31 $512k 3.2k 158.37
2021-09-30 $526k 3.2k 163.56
2021-03-31 $489k 3.2k 152.38
2020-12-31 $408k 3.2k 127.14
2020-09-30 $309k 3.2k 96.29
2020-06-30 $304k 3.2k 93.94
2020-03-31 $291k 3.2k 89.93
2019-12-31 $312k 2.2k 139.60
2019-09-30 $263k 2.2k 117.67