JPMorgan Chase & Co. shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 11k | 315.43 |
| 2025-06-30 | $3.1M | 11k | 289.92 |
| 2025-03-31 | $2.3M | 9.5k | 245.29 |
| 2024-12-31 | $2.5M | 11k | 239.71 |
| 2024-09-30 | $2.2M | 11k | 210.86 |
| 2024-06-30 | $2.0M | 9.9k | 202.25 |
| 2024-03-31 | $1.7M | 8.4k | 200.29 |
| 2023-12-31 | $1.2M | 6.9k | 170.10 |
| 2023-09-30 | $1.1M | 7.5k | 145.02 |
| 2023-06-30 | $1.0M | 7.2k | 145.43 |
| 2023-03-31 | $863k | 6.6k | 130.30 |
| 2022-12-31 | $921k | 6.9k | 134.09 |
| 2022-09-30 | $783k | 7.5k | 104.44 |