JPMorgan Chase & Co. shares owned by 1776 Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 1776 Wealth
from 13F filings
Historical chart of 1776 Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by 1776 Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by 1776 Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 3.6k | 322.23 |
| 2025-09-30 | $1.1M | 3.6k | 315.47 |
| 2025-06-30 | $1.1M | 3.7k | 289.90 |
| 2025-03-31 | $896k | 3.7k | 245.29 |
| 2024-12-31 | $876k | 3.7k | 239.73 |
| 2024-09-30 | $770k | 3.7k | 210.88 |
| 2024-06-30 | $738k | 3.6k | 202.23 |
| 2024-03-31 | $698k | 3.5k | 200.33 |
| 2023-09-30 | $507k | 3.5k | 145.06 |
| 2023-06-30 | $508k | 3.5k | 145.44 |
| 2023-03-31 | $453k | 3.5k | 130.29 |
| 2022-12-31 | $394k | 2.9k | 134.24 |
| 2022-09-30 | $303k | 2.9k | 104.63 |
| 2022-06-30 | $326k | 2.9k | 112.69 |
| 2022-03-31 | $394k | 2.9k | 136.29 |
| 2021-12-31 | $344k | 2.2k | 158.45 |
| 2021-09-30 | $356k | 2.2k | 163.90 |
| 2021-06-30 | $358k | 2.3k | 155.45 |
| 2021-03-31 | $345k | 2.3k | 152.12 |
| 2020-12-31 | $348k | 2.7k | 127.01 |
| 2020-09-30 | $264k | 2.7k | 96.42 |
| 2020-06-30 | $407k | 4.3k | 93.91 |
| 2020-03-31 | $144k | 1.0k | 139.40 |
| 2019-12-31 | $144k | 1.0k | 139.40 |