JPMorgan Chase & Co. shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by TCI Wealth Advisors 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 TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 16k | 200.30 |
| 2023-12-31 | $2.8M | 16k | 170.10 |
| 2023-09-30 | $2.2M | 15k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $2.1M | 16k | 130.31 |
| 2022-12-31 | $2.0M | 15k | 134.10 |
| 2022-09-30 | $1.5M | 15k | 104.47 |
| 2022-06-30 | $1.7M | 15k | 112.59 |
| 2022-03-31 | $2.0M | 15k | 136.35 |
| 2021-12-31 | $2.3M | 15k | 158.36 |
| 2021-09-30 | $2.6M | 16k | 163.71 |
| 2021-06-30 | $2.6M | 17k | 155.56 |
| 2021-03-31 | $2.3M | 15k | 152.24 |
| 2020-12-31 | $2.1M | 17k | 127.05 |
| 2020-09-30 | $2.8M | 29k | 96.27 |
| 2020-06-30 | $2.7M | 29k | 94.05 |
| 2020-03-31 | $2.7M | 30k | 90.04 |
| 2019-12-31 | $4.2M | 30k | 139.41 |
| 2019-09-30 | $3.6M | 30k | 117.68 |
| 2019-06-30 | $3.4M | 30k | 111.80 |
| 2019-03-31 | $3.2M | 32k | 101.23 |
| 2018-12-31 | $3.3M | 33k | 97.62 |
| 2018-09-30 | $3.8M | 33k | 112.83 |
| 2018-06-30 | $3.5M | 34k | 104.20 |
| 2018-03-31 | $3.7M | 34k | 109.96 |
| 2017-12-31 | $3.7M | 34k | 106.95 |
| 2017-09-30 | $3.3M | 34k | 95.51 |
| 2017-06-30 | $3.1M | 34k | 91.40 |
| 2017-03-31 | $3.0M | 34k | 87.84 |
| 2016-12-31 | $2.9M | 34k | 86.28 |
| 2016-09-30 | $2.2M | 33k | 66.59 |
| 2016-06-30 | $2.1M | 33k | 62.13 |
| 2016-03-31 | $2.0M | 33k | 59.23 |
| 2015-12-31 | $2.2M | 33k | 66.04 |
| 2015-09-30 | $2.0M | 32k | 60.98 |
| 2015-06-30 | $1.9M | 28k | 67.76 |
| 2015-03-31 | $1.7M | 28k | 60.60 |
| 2014-12-31 | $1.8M | 28k | 62.57 |
| 2014-09-30 | $1.7M | 28k | 60.26 |
| 2014-06-30 | $1.6M | 28k | 57.62 |
| 2014-03-31 | $1.7M | 28k | 60.70 |
| 2013-12-31 | $1.7M | 30k | 58.46 |
| 2013-09-30 | $1.5M | 28k | 51.67 |
| 2013-06-30 | $1.5M | 28k | 52.80 |
| 2013-03-31 | $296k | 6.2k | 47.48 |
| 2012-12-31 | $387k | 8.8k | 43.92 |