JPMorgan Chase & Co. shares owned by Asset Planning Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 42k | 315.43 |
| 2025-06-30 | $12M | 42k | 289.90 |
| 2025-03-31 | $10M | 42k | 245.29 |
| 2024-12-31 | $10M | 43k | 239.71 |
| 2024-09-30 | $9.0M | 43k | 210.86 |
| 2024-06-30 | $8.7M | 43k | 202.25 |
| 2024-03-31 | $8.7M | 44k | 200.29 |
| 2023-12-31 | $7.5M | 44k | 170.11 |
| 2023-09-30 | $6.5M | 45k | 145.02 |
| 2023-06-30 | $6.5M | 45k | 145.45 |
| 2023-03-31 | $5.9M | 45k | 130.32 |
| 2022-12-31 | $6.3M | 47k | 134.09 |
| 2022-09-30 | $4.9M | 47k | 104.51 |
| 2022-06-30 | $5.3M | 47k | 112.61 |
| 2022-03-31 | $6.3M | 46k | 136.32 |
| 2021-12-31 | $7.1M | 45k | 158.34 |
| 2021-09-30 | $7.5M | 46k | 163.69 |
| 2021-06-30 | $7.1M | 46k | 155.54 |
| 2021-03-31 | $7.0M | 46k | 152.23 |
| 2020-12-31 | $5.9M | 46k | 127.08 |
| 2020-09-30 | $4.5M | 46k | 96.28 |
| 2020-06-30 | $4.2M | 45k | 94.06 |
| 2020-03-31 | $4.0M | 45k | 90.02 |
| 2019-12-31 | $6.2M | 44k | 139.40 |
| 2019-09-30 | $5.0M | 43k | 117.69 |
| 2019-06-30 | $4.6M | 41k | 111.80 |
| 2019-03-31 | $4.0M | 39k | 101.23 |
| 2018-12-31 | $442k | 4.5k | 97.53 |
| 2018-09-30 | $511k | 4.5k | 112.84 |
| 2018-06-30 | $472k | 4.5k | 104.15 |
| 2018-03-31 | $498k | 4.5k | 109.89 |
| 2017-12-31 | $485k | 4.5k | 107.02 |
| 2017-09-30 | $432k | 4.5k | 95.32 |
| 2017-06-30 | $414k | 4.5k | 91.35 |
| 2017-03-31 | $398k | 4.5k | 87.82 |
| 2016-12-31 | $391k | 4.5k | 86.28 |
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