JPMorgan Chase & Co. shares owned by Axim Planning & Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Axim Planning & Wealth
from 13F filings
Historical chart of Axim Planning & Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Axim Planning & Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $542k | 1.7k | 315.43 |
| 2025-06-30 | $524k | 1.8k | 289.91 |
| 2025-03-31 | $459k | 1.9k | 245.30 |
| 2024-12-31 | $467k | 1.9k | 239.71 |
| 2024-09-30 | $410k | 1.9k | 210.86 |
| 2024-06-30 | $386k | 1.9k | 202.26 |
| 2024-03-31 | $367k | 1.8k | 200.30 |
| 2023-12-31 | $622k | 3.7k | 170.10 |
| 2023-09-30 | $697k | 4.8k | 145.02 |
| 2023-06-30 | $687k | 4.7k | 145.44 |
| 2023-03-31 | $606k | 4.6k | 130.31 |
| 2022-12-31 | $604k | 4.5k | 134.10 |
| 2022-09-30 | $265k | 2.5k | 104.66 |
| 2022-06-30 | $258k | 2.3k | 112.76 |