JPMorgan Chase & Co. shares owned by Executive Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 54k | 198.94 |
| 2023-12-31 | $2.1M | 12k | 170.11 |
| 2023-09-30 | $1.6M | 11k | 145.03 |
| 2023-06-30 | $1.5M | 10k | 145.45 |
| 2023-03-31 | $1.3M | 9.9k | 130.32 |
| 2022-12-31 | $1.4M | 10k | 134.10 |
| 2022-09-30 | $876k | 876 | 1000.00 |
| 2022-06-30 | $1.1M | 9.8k | 112.54 |
| 2022-03-31 | $1.4M | 11k | 136.25 |
| 2021-12-31 | $1.3M | 8.0k | 158.23 |
| 2021-09-30 | $1.4M | 8.3k | 163.63 |
| 2021-06-30 | $1.2M | 8.0k | 155.43 |
| 2021-03-31 | $1.2M | 7.9k | 152.17 |
| 2020-12-31 | $917k | 7.2k | 127.01 |
| 2020-09-30 | $667k | 6.9k | 96.19 |
| 2020-06-30 | $592k | 6.3k | 93.94 |
| 2020-03-31 | $551k | 6.1k | 89.96 |
| 2019-12-31 | $864k | 6.2k | 139.29 |
| 2019-09-30 | $1.0M | 8.7k | 117.61 |
| 2019-06-30 | $966k | 8.6k | 111.78 |
| 2019-03-31 | $539k | 5.3k | 101.26 |
| 2018-12-31 | $570k | 5.8k | 97.54 |
More positions owned by Executive Wealth Management
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