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JPMorgan Chase & Co. shares owned by Aviso Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Aviso Wealth Management from 13F filings

Historical chart of Aviso Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Aviso Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 7.5k 322.25
2025-09-30 $2.3M 7.4k 315.42
2025-06-30 $2.2M 7.4k 289.90
2025-03-31 $1.8M 7.2k 245.29
2024-12-31 $1.4M 6.0k 239.69
2024-09-30 $1.3M 6.2k 210.87
2024-06-30 $1.0M 5.1k 202.24