JPMorgan Chase & Co. shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $830k | 4.9k | 170.08 |
| 2023-09-30 | $663k | 4.6k | 145.04 |
| 2023-06-30 | $446k | 3.1k | 145.56 |
| 2023-03-31 | $343k | 2.6k | 130.12 |
| 2022-12-31 | $425k | 3.2k | 133.94 |
| 2022-09-30 | $263k | 2.5k | 104.49 |
| 2022-06-30 | $330k | 2.9k | 112.74 |