JPMorgan Chase & Co. shares owned by 1858 Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 1858 Wealth Management
from 13F filings
Historical chart of 1858 Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by 1858 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $936k | 3.0k | 315.43 |
| 2025-06-30 | $947k | 3.3k | 289.91 |
| 2025-03-31 | $836k | 3.4k | 245.30 |
| 2024-12-31 | $978k | 4.1k | 239.71 |
| 2024-09-30 | $874k | 4.1k | 210.86 |
| 2024-06-30 | $737k | 3.6k | 202.26 |
| 2024-03-31 | $457k | 2.7k | 170.10 |