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JPMorgan Chase & Co. shares owned by Gitterman Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 1.5k 200.30
2023-09-30 $451k 3.1k 145.02
2023-06-30 $458k 3.1k 145.44
2023-03-31 $410k 3.1k 130.31
2022-12-31 $422k 3.1k 134.10
2022-09-30 $332k 3.2k 104.47
2022-06-30 $342k 3.0k 112.50
2022-03-31 $551k 4.0k 136.39
2021-12-31 $554k 3.5k 158.33
2021-09-30 $596k 3.6k 163.69
2021-06-30 $566k 3.6k 155.45
2021-03-31 $554k 3.6k 152.16