JPMorgan Chase & Co. shares owned by WR Wealth Planners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 9.5k | 239.72 |
| 2024-09-30 | $2.0M | 9.6k | 210.87 |
| 2024-06-30 | $1.9M | 9.6k | 202.26 |
| 2024-03-31 | $2.0M | 9.9k | 200.30 |
| 2023-12-31 | $1.6M | 9.7k | 170.09 |
| 2023-09-30 | $1.3M | 8.7k | 145.02 |
| 2023-06-30 | $942k | 6.5k | 145.43 |
| 2023-03-31 | $403k | 3.1k | 130.32 |
| 2022-12-31 | $60k | 444 | 134.03 |
| 2022-09-30 | $49k | 468 | 104.51 |
| 2022-06-30 | $49k | 438 | 112.63 |
| 2022-03-31 | $59k | 435 | 136.40 |