JPMorgan Chase & Co. shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $3.8M | 28k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.49 |
| 2022-06-30 | $3.0M | 27k | 112.61 |
| 2022-03-31 | $3.6M | 26k | 136.31 |
| 2021-12-31 | $5.7M | 36k | 158.36 |
| 2021-09-30 | $6.0M | 37k | 163.68 |
| 2021-06-30 | $5.5M | 35k | 155.54 |
| 2021-03-31 | $5.1M | 33k | 152.23 |
| 2020-12-31 | $3.9M | 31k | 127.08 |
| 2020-09-30 | $2.1M | 22k | 96.29 |
| 2020-06-30 | $1.4M | 15k | 94.04 |
| 2020-03-31 | $1.4M | 15k | 90.01 |
| 2019-12-31 | $2.2M | 16k | 139.40 |
| 2019-09-30 | $2.0M | 17k | 117.67 |
| 2019-06-30 | $2.2M | 20k | 111.78 |
| 2019-03-31 | $2.1M | 20k | 101.24 |
| 2018-12-31 | $2.0M | 20k | 97.61 |
| 2018-09-30 | $2.3M | 21k | 113.49 |
| 2018-06-30 | $2.2M | 21k | 104.21 |
| 2018-03-31 | $2.5M | 22k | 113.34 |
| 2017-12-31 | $2.5M | 23k | 108.79 |
| 2017-09-30 | $2.3M | 24k | 95.50 |
| 2017-06-30 | $2.2M | 24k | 92.77 |
| 2017-03-31 | $2.1M | 24k | 86.52 |
| 2016-12-31 | $1.7M | 21k | 78.84 |
More positions owned by YorkBridge Wealth Partners
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