JPMorgan Chase & Co. shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $25M | 148k | 170.10 |
| 2023-09-30 | $24M | 162k | 145.02 |
| 2023-06-30 | $16M | 110k | 145.44 |
| 2023-03-31 | $16M | 125k | 130.31 |
| 2022-12-31 | $17M | 127k | 134.10 |
| 2022-09-30 | $454k | 4.3k | 104.54 |
| 2022-06-30 | $494k | 4.4k | 112.50 |
| 2022-03-31 | $575k | 4.2k | 136.22 |
| 2021-12-31 | $391k | 2.5k | 158.17 |
| 2021-09-30 | $400k | 2.4k | 163.80 |
| 2021-06-30 | $380k | 2.4k | 155.67 |
| 2021-03-31 | $349k | 2.3k | 152.34 |
| 2020-12-31 | $256k | 2.0k | 127.05 |
| 2019-12-31 | $220k | 1.6k | 139.42 |
| 2017-03-31 | $212k | 2.4k | 87.82 |
| 2016-12-31 | $204k | 2.4k | 86.19 |