Jpmorgan Chase Finl shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Jpmorgan Chase Finl
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Quarterly reported holdings in Jpmorgan Chase Finl by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 95k | 29.52 |
| 2025-06-30 | $2.7M | 90k | 30.26 |
| 2025-03-31 | $2.8M | 88k | 32.48 |
| 2024-12-31 | $2.5M | 86k | 29.51 |
| 2024-09-30 | $1.8M | 63k | 28.46 |
| 2024-06-30 | $1.8M | 62k | 28.94 |
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