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