Wells Fargo & Company shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 4.0k | 80.50 |
| 2025-06-30 | $278k | 3.5k | 80.12 |
| 2025-03-31 | $249k | 3.5k | 71.79 |
| 2024-12-31 | $248k | 3.5k | 70.24 |
| 2019-12-31 | $267k | 5.0k | 53.08 |
| 2019-09-30 | $318k | 6.6k | 48.48 |
| 2019-06-30 | $309k | 6.5k | 47.27 |
| 2019-03-31 | $299k | 6.2k | 48.25 |
| 2018-12-31 | $286k | 6.2k | 46.15 |
| 2018-09-30 | $325k | 6.2k | 52.44 |
| 2018-06-30 | $389k | 7.0k | 55.44 |