JPMorgan Chase & Co. shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $945k | 4.7k | 200.30 |
| 2023-12-31 | $820k | 4.8k | 170.09 |
| 2023-09-30 | $678k | 4.7k | 145.03 |
| 2023-06-30 | $680k | 4.7k | 145.44 |
| 2023-03-31 | $597k | 4.6k | 130.30 |
| 2022-12-31 | $651k | 4.9k | 134.11 |
| 2022-09-30 | $509k | 4.9k | 104.54 |
| 2022-06-30 | $526k | 4.7k | 112.63 |
| 2022-03-31 | $254k | 1.9k | 136.41 |
| 2021-12-31 | $311k | 2.0k | 158.35 |
| 2021-09-30 | $320k | 2.0k | 163.60 |
| 2021-06-30 | $304k | 2.0k | 155.50 |
| 2021-03-31 | $297k | 2.0k | 152.00 |
| 2020-12-31 | $246k | 1.9k | 127.13 |
| 2019-12-31 | $177k | 1.8k | 97.47 |
| 2019-09-30 | $206k | 1.8k | 117.58 |
| 2019-06-30 | $226k | 2.0k | 111.72 |
| 2019-03-31 | $205k | 2.0k | 101.38 |
| 2018-12-31 | $177k | 1.8k | 97.47 |