JPMorgan Chase & Co. shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $715k | 2.3k | 315.43 |
| 2025-06-30 | $615k | 2.1k | 289.91 |
| 2025-03-31 | $477k | 1.9k | 245.30 |
| 2024-12-31 | $492k | 2.1k | 239.71 |
| 2024-09-30 | $338k | 1.6k | 210.86 |
| 2024-06-30 | $426k | 2.1k | 202.25 |
| 2024-03-31 | $334k | 1.7k | 200.30 |
| 2023-12-31 | $259k | 1.5k | 170.10 |
| 2023-09-30 | $207k | 1.4k | 145.02 |
| 2023-06-30 | $206k | 1.4k | 145.44 |
| 2023-03-31 | $192k | 1.5k | 130.31 |
| 2022-12-31 | $258k | 1.9k | 134.10 |
| 2022-09-30 | $162k | 1.6k | 104.38 |
| 2022-06-30 | $180k | 1.6k | 112.71 |
| 2022-03-31 | $186k | 1.4k | 136.66 |
| 2021-12-31 | $220k | 1.4k | 158.27 |
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