JPMorgan Chase & Co. shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 5.2k | 322.22 |
| 2025-09-30 | $1.6M | 5.0k | 315.43 |
| 2025-06-30 | $1.3M | 4.6k | 289.91 |
| 2025-03-31 | $1.1M | 4.6k | 245.29 |
| 2024-12-31 | $1.0M | 4.3k | 239.74 |