JPMorgan Chase & Co. shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $944k | 3.0k | 315.43 |
| 2025-06-30 | $885k | 3.1k | 289.91 |
| 2025-03-31 | $781k | 3.2k | 245.30 |
| 2024-12-31 | $688k | 2.9k | 239.71 |
| 2024-09-30 | $569k | 2.7k | 210.86 |
| 2024-06-30 | $1.4M | 6.7k | 202.26 |
| 2024-03-31 | $1.4M | 6.9k | 200.30 |
| 2023-12-31 | $970k | 5.7k | 170.10 |
| 2023-09-30 | $865k | 6.0k | 145.02 |
| 2023-06-30 | $917k | 6.3k | 145.44 |
| 2023-03-31 | $234k | 1.8k | 130.31 |
| 2022-12-31 | $201k | 1.5k | 134.10 |