JPMorgan Chase & Co. shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 37k | 302.17 |
| 2025-06-30 | $10M | 35k | 288.07 |
| 2025-03-31 | $7.7M | 33k | 235.99 |
| 2024-12-31 | $7.4M | 31k | 239.95 |
| 2024-09-30 | $6.9M | 31k | 222.37 |
| 2024-06-30 | $5.9M | 28k | 209.91 |
| 2024-03-31 | $5.0M | 27k | 185.80 |
| 2023-12-31 | $4.3M | 25k | 170.30 |
| 2023-09-30 | $3.8M | 26k | 147.54 |
| 2023-06-30 | $3.7M | 25k | 149.74 |
| 2023-03-31 | $2.9M | 23k | 127.89 |
| 2022-12-31 | $3.0M | 22k | 138.60 |
| 2022-09-30 | $2.7M | 18k | 154.97 |
| 2022-06-30 | $1.4M | 12k | 114.03 |
| 2022-03-31 | $1.7M | 12k | 136.33 |
| 2021-12-31 | $1.7M | 6.0k | 283.44 |
| 2021-09-30 | $1.7M | 5.8k | 290.73 |
| 2021-06-30 | $2.4M | 16k | 155.56 |
More positions owned by Accurate Wealth Management
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