JPMorgan Chase & Co. shares owned by Able Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Able Wealth Management
from 13F filings
Historical chart of Able Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Able Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $497k | 1.7k | 299.34 |
| 2025-09-30 | $478k | 1.5k | 315.43 |
| 2025-06-30 | $418k | 1.4k | 289.95 |
| 2025-03-31 | $341k | 1.4k | 245.33 |
| 2024-12-31 | $333k | 1.4k | 239.77 |
| 2024-09-30 | $280k | 1.3k | 210.90 |
| 2024-06-30 | $208k | 1.0k | 202.45 |
| 2024-03-31 | $315k | 1.6k | 200.38 |
| 2023-12-31 | $268k | 1.6k | 170.14 |