JPMorgan Chase & Co. shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.5M | 47k | 200.30 |
| 2023-12-31 | $8.1M | 47k | 170.10 |
| 2023-09-30 | $7.6M | 52k | 145.02 |
| 2023-06-30 | $7.4M | 51k | 145.44 |
| 2023-03-31 | $5.8M | 45k | 130.31 |
| 2022-12-31 | $7.3M | 55k | 134.10 |
| 2022-09-30 | $6.5M | 63k | 104.50 |
| 2022-06-30 | $9.9M | 87k | 114.04 |
| 2022-03-31 | $11M | 83k | 136.32 |
| 2021-12-31 | $14M | 87k | 158.39 |
| 2021-09-30 | $15M | 90k | 167.18 |
| 2021-06-30 | $13M | 86k | 156.03 |
| 2021-03-31 | $17M | 110k | 153.81 |
| 2020-12-31 | $14M | 111k | 127.82 |
| 2020-09-30 | $8.0M | 86k | 93.50 |
| 2020-06-30 | $7.8M | 84k | 92.58 |
| 2020-03-31 | $4.1M | 46k | 91.13 |
| 2019-12-31 | $6.1M | 44k | 139.13 |
| 2019-09-30 | $5.1M | 43k | 117.70 |
| 2019-06-30 | $5.1M | 45k | 111.85 |
| 2019-03-31 | $4.7M | 46k | 101.22 |
| 2018-12-31 | $4.4M | 46k | 96.82 |
| 2018-09-30 | $5.0M | 45k | 112.82 |
| 2018-06-30 | $4.2M | 41k | 104.18 |
| 2018-03-31 | $4.6M | 42k | 109.96 |
| 2017-12-31 | $4.7M | 44k | 106.93 |
| 2017-09-30 | $3.8M | 40k | 95.50 |
| 2017-06-30 | $4.5M | 49k | 91.39 |
| 2017-03-31 | $3.1M | 35k | 87.84 |
| 2016-12-31 | $3.1M | 35k | 86.29 |
| 2016-09-30 | $2.4M | 36k | 66.56 |
| 2016-06-30 | $2.2M | 36k | 61.25 |
| 2016-03-31 | $2.1M | 35k | 59.25 |