JPMorgan Chase & Co. shares owned by Abundance Wealth Counselors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Abundance Wealth Counselors
from 13F filings
Historical chart of Abundance Wealth Counselors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Abundance Wealth Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Abundance Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 13k | 315.43 |
| 2025-06-30 | $4.0M | 14k | 281.45 |
| 2025-03-31 | $3.4M | 14k | 241.05 |
| 2024-12-31 | $3.3M | 14k | 239.69 |
| 2024-09-30 | $2.9M | 14k | 210.84 |
| 2024-06-30 | $2.9M | 14k | 202.24 |
| 2024-03-31 | $3.2M | 16k | 200.29 |
| 2023-12-31 | $2.7M | 16k | 170.08 |
| 2023-09-30 | $2.3M | 16k | 145.04 |
| 2023-06-30 | $2.4M | 17k | 145.47 |
| 2023-03-31 | $2.2M | 17k | 130.29 |
| 2022-12-31 | $1.9M | 14k | 134.08 |
| 2022-09-30 | $1.7M | 16k | 104.52 |
| 2022-06-30 | $1.8M | 16k | 112.63 |
| 2022-03-31 | $2.2M | 16k | 136.33 |
| 2021-12-31 | $2.2M | 14k | 158.37 |
| 2021-09-30 | $2.2M | 14k | 163.66 |
| 2021-06-30 | $2.1M | 13k | 155.55 |
| 2021-03-31 | $6.0k | 20 | 300.00 |
| 2020-12-31 | $1.5M | 12k | 127.10 |
| 2020-09-30 | $1.2M | 13k | 96.27 |
| 2020-06-30 | $1.0M | 11k | 94.02 |
| 2020-03-31 | $351k | 3.9k | 90.09 |
| 2019-12-31 | $457k | 3.3k | 139.50 |
| 2019-09-30 | $386k | 3.3k | 117.83 |
| 2019-06-30 | $266k | 2.4k | 111.95 |
More positions owned by Abundance Wealth Counselors
View all positions for Abundance Wealth Counselors