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JPMorgan Chase & Co. shares owned by Avaii Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Avaii 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 5.6k 200.27
2023-12-31 $934k 5.5k 170.11
2023-09-30 $823k 5.7k 145.00
2023-06-30 $847k 5.8k 145.46
2023-03-31 $748k 5.7k 130.33
2022-12-31 $721k 5.4k 134.11
2022-09-30 $540k 5.2k 104.47
2022-06-30 $584k 5.1k 113.80
2022-03-31 $703k 5.2k 136.36
2021-12-31 $605k 3.8k 158.42