JPMorgan Chase & Co. shares owned by Avid Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Avid Wealth Partners
from 13F filings
Historical chart of Avid Wealth Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Avid Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $528k | 1.7k | 315.43 |
| 2025-06-30 | $457k | 1.6k | 289.91 |
| 2025-03-31 | $356k | 1.5k | 245.30 |
| 2024-12-31 | $285k | 1.2k | 239.71 |
| 2024-09-30 | $232k | 1.1k | 210.86 |
| 2024-06-30 | $222k | 1.1k | 202.26 |