JPMorgan Chase & Co. shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93M | 296k | 315.43 |
| 2025-06-30 | $86M | 298k | 289.91 |
| 2025-03-31 | $74M | 300k | 245.30 |
| 2024-12-31 | $73M | 303k | 239.71 |
| 2024-09-30 | $63M | 299k | 210.86 |
| 2024-03-31 | $59M | 295k | 200.07 |
| 2023-12-31 | $49M | 289k | 170.10 |
| 2023-09-30 | $39M | 271k | 145.02 |
| 2023-06-30 | $38M | 262k | 145.44 |
| 2023-03-31 | $31M | 241k | 130.31 |
| 2022-12-31 | $32M | 236k | 134.10 |
| 2022-09-30 | $24M | 234k | 104.50 |
| 2022-06-30 | $26M | 230k | 112.61 |
| 2022-03-31 | $41M | 300k | 136.32 |
| 2021-12-31 | $48M | 302k | 158.35 |
| 2021-09-30 | $48M | 294k | 163.69 |
More positions owned by Badgley Phelps Wealth Managers
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