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JPMorgan Chase & Co. shares owned by Wunderlich Capital Managemnt

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wunderlich Capital Managemnt from 13F filings

Historical chart of Wunderlich Capital Managemnt investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wunderlich Capital Managemnt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wunderlich Capital Managemnt

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 21k 202.26
2024-03-31 $4.2M 21k 200.30
2023-12-31 $3.8M 22k 170.10
2023-09-30 $3.3M 23k 145.02
2023-06-30 $3.4M 23k 145.43
2023-03-31 $3.0M 23k 130.32
2022-12-31 $3.1M 23k 134.11
2022-09-30 $2.4M 23k 104.52
2022-06-30 $2.5M 22k 112.59
2022-03-31 $3.0M 22k 136.30
2021-12-31 $3.5M 22k 158.37
2021-09-30 $3.7M 23k 163.70
2021-06-30 $3.4M 22k 155.54
2021-03-31 $3.3M 22k 152.25
2020-12-31 $2.9M 23k 127.06
2020-09-30 $2.2M 23k 96.27
2020-06-30 $2.1M 23k 94.05
2020-03-31 $2.0M 23k 90.03
2019-12-31 $3.2M 23k 139.38
2019-09-30 $2.7M 23k 117.69
2019-06-30 $2.5M 23k 111.81
2019-03-31 $2.3M 23k 101.23
2018-12-31 $2.2M 22k 97.62
2018-09-30 $2.5M 22k 112.85
2018-06-30 $2.6M 23k 110.05
2018-03-31 $2.6M 23k 109.96
2017-12-31 $2.5M 24k 106.96
2017-09-30 $2.3M 24k 95.49
2017-06-30 $2.2M 24k 91.42
2017-03-31 $2.1M 24k 87.85
2016-12-31 $2.1M 24k 86.29
2016-09-30 $1.6M 25k 66.59
2016-06-30 $1.5M 24k 62.16
2016-03-31 $1.4M 24k 59.21
2015-12-31 $1.5M 23k 66.04
2015-09-30 $1.4M 23k 60.95
2015-06-30 $1.5M 23k 67.73
2015-03-31 $1.3M 22k 60.19
2014-12-31 $1.4M 22k 62.76
2014-09-30 $1.3M 21k 59.89
2014-06-30 $1.2M 21k 57.74
2014-03-31 $1.3M 22k 60.57
2013-12-31 $1.3M 22k 58.38