JPMorgan Chase & Co. shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.2k | 315.44 |
| 2025-06-30 | $948k | 3.3k | 290.00 |
| 2025-03-31 | $751k | 3.1k | 245.42 |
| 2024-12-31 | $763k | 3.2k | 239.79 |
| 2024-09-30 | $871k | 4.1k | 210.84 |
| 2024-06-30 | $851k | 4.2k | 202.19 |
| 2024-03-31 | $908k | 4.5k | 200.26 |
| 2023-12-31 | $830k | 4.9k | 170.08 |
| 2023-09-30 | $663k | 4.6k | 145.04 |
| 2023-06-30 | $446k | 3.1k | 145.56 |
| 2023-03-31 | $343k | 2.6k | 130.12 |
| 2022-12-31 | $425k | 3.2k | 133.94 |
| 2022-09-30 | $263k | 2.5k | 104.49 |
| 2022-06-30 | $330k | 2.9k | 112.74 |