JPMorgan Chase & Co. shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 13k | 315.43 |
| 2025-06-30 | $3.9M | 14k | 289.90 |
| 2025-03-31 | $3.3M | 14k | 245.29 |
| 2024-12-31 | $2.1M | 8.6k | 239.71 |
| 2024-09-30 | $1.8M | 8.5k | 210.86 |
| 2024-06-30 | $1.6M | 7.8k | 202.25 |
| 2024-03-31 | $1.6M | 7.8k | 200.29 |
| 2023-12-31 | $1.3M | 7.7k | 170.11 |
| 2023-09-30 | $1.1M | 7.8k | 145.02 |
| 2023-06-30 | $1.1M | 7.6k | 145.43 |
| 2023-03-31 | $1.0M | 7.8k | 130.31 |
| 2022-12-31 | $1.1M | 7.9k | 134.10 |
| 2022-09-30 | $809k | 7.7k | 104.45 |
| 2022-06-30 | $812k | 7.2k | 112.87 |
| 2022-03-31 | $979k | 7.2k | 136.26 |
| 2021-12-31 | $1.1M | 6.7k | 158.41 |
| 2021-09-30 | $1.1M | 6.5k | 163.70 |
| 2021-06-30 | $1.0M | 6.5k | 155.63 |
| 2021-03-31 | $965k | 6.3k | 152.21 |