JPMorgan Chase & Co. shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24M | 120k | 200.30 |
| 2023-12-31 | $22M | 128k | 170.10 |
| 2023-09-30 | $18M | 124k | 145.02 |
| 2023-06-30 | $18M | 125k | 145.44 |
| 2023-03-31 | $9.6M | 74k | 130.31 |
| 2022-12-31 | $9.7M | 72k | 134.10 |
| 2022-09-30 | $6.9M | 66k | 104.50 |
| 2022-06-30 | $7.7M | 68k | 112.61 |
| 2022-03-31 | $9.1M | 67k | 136.33 |
| 2021-12-31 | $11M | 69k | 158.35 |
| 2021-09-30 | $10M | 63k | 163.69 |
| 2021-06-30 | $9.9M | 64k | 155.53 |
| 2021-03-31 | $9.2M | 61k | 152.23 |
| 2020-12-31 | $6.8M | 53k | 127.07 |
| 2020-09-30 | $5.0M | 52k | 96.27 |
| 2020-06-30 | $4.8M | 51k | 94.07 |
| 2020-03-31 | $5.1M | 49k | 102.77 |
| 2019-12-31 | $6.4M | 46k | 138.23 |
| 2019-09-30 | $5.6M | 47k | 119.96 |
| 2019-06-30 | $5.1M | 46k | 111.80 |
| 2019-03-31 | $5.1M | 45k | 113.82 |
| 2018-12-31 | $4.7M | 47k | 100.51 |
| 2018-09-30 | $4.7M | 42k | 112.84 |
| 2018-06-30 | $3.6M | 34k | 104.19 |
| 2018-03-31 | $3.1M | 28k | 109.97 |
| 2017-12-31 | $2.7M | 25k | 106.93 |
| 2017-09-30 | $2.6M | 27k | 95.53 |
| 2017-06-30 | $894k | 9.8k | 91.45 |
| 2017-03-31 | $815k | 9.3k | 87.84 |
| 2016-12-31 | $893k | 9.6k | 92.78 |
| 2016-09-30 | $99k | 1.5k | 66.40 |
| 2016-06-30 | $81k | 1.3k | 61.78 |
| 2016-03-31 | $78k | 1.5k | 51.62 |
| 2014-06-30 | $228k | 4.0k | 57.62 |
| 2013-12-31 | $235k | 4.0k | 58.25 |
| 2011-09-30 | $6.9M | 66k | 104.50 |
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