JPMorgan Chase & Co. shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.2M | 31k | 200.31 |
2023-12-31 | $5.4M | 32k | 170.11 |
2023-09-30 | $4.5M | 31k | 145.01 |
2023-06-30 | $4.4M | 30k | 145.44 |
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