JPMorgan Chase & Co. shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 34k | 315.43 |
| 2025-06-30 | $9.9M | 34k | 289.93 |
| 2025-03-31 | $8.3M | 34k | 245.31 |
| 2024-12-31 | $8.1M | 34k | 239.72 |
| 2024-09-30 | $7.2M | 34k | 210.87 |
| 2024-06-30 | $6.9M | 34k | 202.32 |
| 2024-03-31 | $6.6M | 33k | 200.30 |
| 2023-12-31 | $5.7M | 34k | 170.10 |
| 2023-06-30 | $4.9M | 33k | 145.44 |
| 2023-03-31 | $4.3M | 33k | 130.31 |
| 2022-12-31 | $4.5M | 33k | 134.10 |
| 2022-09-30 | $3.4M | 33k | 104.49 |
| 2022-06-30 | $3.7M | 33k | 112.61 |
| 2022-03-31 | $4.5M | 33k | 136.31 |
| 2021-12-31 | $5.1M | 32k | 156.97 |
| 2021-09-30 | $5.1M | 31k | 163.68 |
| 2020-09-30 | $3.0M | 30k | 100.44 |
| 2020-06-30 | $2.7M | 28k | 97.70 |
| 2020-03-31 | $2.4M | 27k | 89.70 |
| 2019-12-31 | $3.4M | 25k | 136.38 |
| 2019-09-30 | $3.0M | 26k | 116.13 |
| 2019-06-30 | $2.9M | 26k | 111.80 |
| 2019-03-31 | $2.6M | 25k | 101.23 |
| 2018-12-31 | $6.2M | 63k | 97.61 |
| 2018-09-30 | $2.6M | 24k | 109.01 |
| 2018-06-30 | $2.5M | 24k | 104.22 |
| 2018-03-31 | $2.6M | 24k | 107.89 |
| 2017-12-31 | $2.6M | 24k | 106.94 |
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