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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.

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All positions including JPMorgan Chase & Co. held by Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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