GeoWealth Management »

JPMorgan Chase & Co. shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $175k 1 175000.00
2023-09-30 $492k 3.4k 145.11
2023-06-30 $487k 3.3k 145.44
2023-03-31 $304k 2.3k 131.16
2022-12-31 $212k 1.6k 134.43
2022-06-30 $285k 2.5k 112.58
2022-03-31 $344k 2.7k 125.87
2021-12-31 $533k 3.4k 158.54
2021-09-30 $555k 3.3k 166.67
2021-06-30 $568k 3.7k 155.06
2021-03-31 $491k 3.2k 151.21
2020-12-31 $69k 537 128.49
2019-09-30 $703k 6.0k 117.68