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JPMorgan Chase & Co. shares owned by BT Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2022-06-30 $345k 3.1k 112.71
2022-03-31 $501k 3.7k 136.40
2021-12-31 $577k 3.6k 158.30
2021-09-30 $489k 3.0k 163.82
2021-06-30 $464k 3.0k 155.44
2021-03-31 $460k 3.0k 152.32
2020-12-31 $403k 3.2k 127.21
2020-09-30 $317k 3.3k 96.12
2020-06-30 $321k 3.4k 93.91
2020-03-31 $308k 3.4k 90.11
2019-12-31 $497k 3.6k 139.49
2019-09-30 $435k 3.7k 117.79
2019-06-30 $399k 3.7k 108.04
2019-03-31 $349k 3.4k 101.37
2018-12-31 $715k 7.0k 102.42