JPMorgan Chase & Co. shares owned by Arbor Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Arbor Wealth Advisors
from 13F filings
Historical chart of Arbor Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Arbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Arbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $983k | 3.1k | 315.43 |
| 2025-06-30 | $910k | 3.1k | 289.91 |
| 2025-03-31 | $773k | 3.2k | 245.30 |
| 2024-12-31 | $758k | 3.2k | 239.71 |
| 2024-09-30 | $656k | 3.1k | 210.86 |
| 2024-06-30 | $630k | 3.1k | 202.26 |
| 2024-03-31 | $624k | 3.1k | 200.30 |
| 2023-12-31 | $530k | 3.1k | 170.10 |