JPMorgan Chase & Co. shares owned by Clarity Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Clarity Wealth Advisors
from 13F filings
Historical chart of Clarity Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Clarity Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.6M | 33k | 200.30 |
| 2023-12-31 | $5.6M | 33k | 170.10 |
| 2023-09-30 | $4.4M | 30k | 145.02 |
| 2023-06-30 | $4.1M | 28k | 145.44 |
| 2023-03-31 | $3.5M | 27k | 130.31 |
| 2022-12-31 | $3.5M | 26k | 134.10 |
| 2022-09-30 | $2.6M | 25k | 104.47 |
| 2022-06-30 | $2.6M | 23k | 112.59 |
| 2022-03-31 | $2.9M | 21k | 136.31 |
| 2021-12-31 | $3.0M | 19k | 158.35 |
| 2021-09-30 | $2.8M | 17k | 163.66 |
| 2021-06-30 | $2.4M | 15k | 155.48 |
| 2021-03-31 | $2.1M | 14k | 152.20 |
| 2020-12-31 | $1.9M | 15k | 127.07 |
| 2020-09-30 | $1.3M | 14k | 96.24 |
| 2020-06-30 | $1.3M | 14k | 94.04 |
| 2020-03-31 | $248k | 2.8k | 89.92 |
| 2019-12-31 | $381k | 2.7k | 139.15 |