JPMorgan Chase & Co. shares owned by Adams Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 893 | 315.34 |
| 2025-06-30 | $486k | 1.7k | 289.87 |
| 2025-03-31 | $458k | 1.9k | 245.27 |
| 2024-12-31 | $448k | 1.9k | 239.68 |
| 2024-09-30 | $394k | 1.9k | 210.83 |
| 2024-06-30 | $378k | 1.9k | 202.23 |
| 2024-03-31 | $374k | 1.9k | 200.27 |
| 2023-12-31 | $318k | 1.9k | 170.08 |
| 2023-09-30 | $277k | 1.9k | 145.00 |
| 2023-06-30 | $280k | 1.9k | 145.45 |
| 2023-03-31 | $251k | 1.9k | 130.32 |
| 2022-12-31 | $259k | 1.9k | 134.11 |
| 2022-09-30 | $202k | 1.9k | 104.61 |
| 2022-06-30 | $222k | 2.0k | 112.75 |
| 2022-03-31 | $256k | 1.9k | 136.32 |
| 2021-12-31 | $328k | 2.1k | 158.30 |
| 2021-09-30 | $341k | 2.1k | 163.86 |
| 2021-06-30 | $324k | 2.1k | 155.69 |
| 2021-03-31 | $317k | 2.1k | 152.33 |
| 2020-12-31 | $264k | 2.1k | 126.86 |
| 2020-09-30 | $200k | 2.1k | 96.11 |
| 2020-06-30 | $205k | 2.2k | 94.21 |
| 2019-12-31 | $303k | 2.2k | 139.25 |