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JPMorgan Chase & Co. shares owned by Xcel Wealth Management

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

Historical chart of Xcel Wealth Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 53k 210.86
2024-06-30 $11M 55k 202.26
2024-03-31 $12M 62k 200.30
2023-12-31 $11M 64k 170.10
2023-09-30 $9.4M 65k 145.02
2023-06-30 $9.9M 68k 145.44
2023-03-31 $9.0M 69k 130.31
2022-12-31 $9.3M 69k 134.10
2022-09-30 $7.8M 74k 104.50
2022-06-30 $7.4M 65k 112.62
2022-03-31 $8.7M 64k 136.32
2021-12-31 $9.0M 57k 158.36
2021-09-30 $9.2M 57k 163.70
2021-06-30 $8.7M 56k 155.54
2021-03-31 $8.5M 56k 152.24
2020-12-31 $6.9M 54k 127.07
2020-09-30 $5.3M 55k 96.25
2020-06-30 $4.8M 51k 94.04
2020-03-31 $4.2M 47k 90.01
2019-12-31 $7.3M 52k 139.39
2019-09-30 $6.2M 52k 117.68
2019-06-30 $5.9M 53k 111.79
2019-03-31 $5.3M 52k 101.21
2018-12-31 $5.3M 55k 97.62