JPMorgan Chase & Co. shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Legacy Wealth Planning 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 Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $232k | 2.2k | 104.50 |
| 2022-06-30 | $605k | 5.3k | 114.76 |
| 2022-03-31 | $722k | 5.3k | 136.38 |
| 2021-12-31 | $880k | 5.6k | 158.33 |
| 2021-09-30 | $931k | 5.7k | 163.65 |
| 2021-06-30 | $885k | 5.7k | 155.56 |
| 2021-03-31 | $846k | 5.6k | 152.21 |
| 2020-12-31 | $707k | 5.6k | 127.00 |
| 2020-09-30 | $536k | 5.6k | 96.28 |
| 2020-06-30 | $492k | 5.2k | 94.13 |
| 2020-03-31 | $494k | 5.5k | 89.98 |
| 2019-12-31 | $750k | 5.4k | 139.41 |