JPMorgan Chase & Co. shares owned by Alpha Family Trust
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Alpha Family Trust
from 13F filings
Historical chart of Alpha Family Trust investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Alpha Family Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 6.0k | 315.43 |
| 2025-06-30 | $1.7M | 6.0k | 289.91 |
| 2025-03-31 | $1.5M | 6.0k | 245.30 |
| 2024-12-31 | $1.4M | 6.0k | 239.71 |
| 2024-09-30 | $1.3M | 6.0k | 210.86 |
| 2024-06-30 | $1.2M | 6.0k | 202.26 |
| 2024-03-31 | $1.2M | 6.0k | 200.30 |
| 2023-12-31 | $1.0M | 6.0k | 170.10 |
| 2023-09-30 | $863k | 6.0k | 145.02 |
| 2023-06-30 | $865k | 6.0k | 145.44 |
| 2023-03-31 | $740k | 5.7k | 130.31 |
| 2022-12-31 | $806k | 6.0k | 134.10 |
| 2022-06-30 | $420k | 3.7k | 112.60 |