JPMorgan Chase & Co. shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $20M | 68k | 292.58 |
| 2025-03-31 | $37M | 150k | 245.30 |
| 2024-12-31 | $41M | 169k | 239.71 |
| 2024-09-30 | $37M | 175k | 210.86 |
| 2024-06-30 | $37M | 182k | 202.26 |
| 2024-03-31 | $38M | 190k | 200.30 |
| 2023-12-31 | $30M | 178k | 170.10 |
| 2023-09-30 | $26M | 180k | 145.02 |
| 2023-06-30 | $28M | 190k | 145.44 |
| 2023-03-31 | $25M | 195k | 130.31 |
| 2022-12-31 | $26M | 196k | 134.10 |
| 2022-09-30 | $19M | 186k | 104.48 |
| 2022-06-30 | $21M | 187k | 112.61 |
| 2022-03-31 | $20M | 145k | 136.32 |