JPMorgan Chase & Co. shares owned by Yarger Wealth Strategies
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Yarger Wealth Strategies
from 13F filings
Historical chart of Yarger Wealth Strategies investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Yarger Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 9.4k | 210.87 |
| 2024-06-30 | $1.9M | 9.5k | 202.26 |
| 2024-03-31 | $2.0M | 10k | 200.29 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.9M | 13k | 145.02 |
| 2023-06-30 | $531k | 3.6k | 145.44 |
| 2023-03-31 | $501k | 3.8k | 130.30 |
| 2022-12-31 | $512k | 3.8k | 134.11 |
| 2022-09-30 | $396k | 3.8k | 104.40 |
| 2022-06-30 | $460k | 4.0k | 114.34 |
| 2022-03-31 | $545k | 4.0k | 136.42 |
| 2021-12-31 | $433k | 2.7k | 158.20 |