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JPMorgan Chase & Co. shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 2.0k 200.32
2023-12-31 $335k 2.0k 170.14
2023-09-30 $284k 2.0k 145.06
2023-06-30 $283k 1.9k 145.52
2023-03-31 $270k 2.1k 130.32
2022-12-31 $485k 3.6k 134.09
2022-09-30 $431k 4.1k 105.56
2022-06-30 $459k 4.1k 112.04
2022-03-31 $574k 4.2k 136.31
2021-12-31 $362k 2.3k 158.29