JPMorgan Chase & Co. shares owned by Aries Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 18k | 315.43 |
| 2025-06-30 | $5.0M | 17k | 289.91 |
| 2025-03-31 | $4.5M | 18k | 245.30 |
| 2024-12-31 | $4.3M | 18k | 239.71 |
| 2024-09-30 | $3.8M | 18k | 210.86 |
| 2024-06-30 | $3.7M | 18k | 202.26 |
| 2024-03-31 | $3.6M | 18k | 200.30 |
| 2023-12-31 | $3.1M | 18k | 170.10 |
| 2023-09-30 | $2.8M | 19k | 147.85 |
| 2023-06-30 | $2.6M | 18k | 145.44 |
| 2023-03-31 | $2.3M | 18k | 130.31 |
| 2022-12-31 | $2.4M | 18k | 134.10 |
| 2022-09-30 | $2.1M | 16k | 125.90 |
| 2022-06-30 | $1.8M | 16k | 112.61 |
| 2021-12-31 | $2.7M | 17k | 158.32 |
| 2021-09-30 | $2.8M | 17k | 163.72 |
| 2021-06-30 | $2.6M | 17k | 155.55 |
| 2021-03-31 | $2.6M | 17k | 151.22 |
| 2020-12-31 | $2.0M | 15k | 136.01 |
| 2020-09-30 | $1.4M | 15k | 96.27 |
| 2020-06-30 | $1.4M | 15k | 94.04 |
| 2020-03-31 | $1.3M | 14k | 87.53 |
| 2019-12-31 | $1.8M | 13k | 138.23 |
| 2019-09-30 | $1.5M | 13k | 116.12 |
| 2019-06-30 | $1.5M | 13k | 113.53 |
| 2019-03-31 | $1.3M | 13k | 101.25 |
| 2018-12-31 | $1.2M | 12k | 97.60 |
| 2018-09-30 | $1.4M | 12k | 112.88 |
| 2018-06-30 | $1.4M | 12k | 114.95 |
| 2018-03-31 | $1.4M | 12k | 112.55 |
| 2017-12-31 | $1.2M | 11k | 113.03 |
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