JPMorgan Chase & Co. shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.1k | 315.42 |
| 2025-06-30 | $1.5M | 5.1k | 289.92 |
| 2025-03-31 | $1.0M | 4.1k | 245.31 |
| 2024-12-31 | $922k | 3.8k | 239.69 |
| 2024-09-30 | $797k | 3.8k | 210.88 |
| 2024-06-30 | $603k | 3.0k | 202.27 |
| 2024-03-31 | $530k | 2.6k | 200.33 |
| 2023-12-31 | $386k | 2.3k | 170.11 |
| 2023-09-30 | $285k | 2.0k | 145.03 |
| 2023-06-30 | $250k | 1.7k | 145.45 |
| 2023-03-31 | $250k | 1.9k | 130.32 |
| 2022-12-31 | $256k | 1.9k | 134.10 |
| 2022-09-30 | $213k | 2.0k | 104.41 |
| 2022-06-30 | $236k | 2.1k | 112.70 |
| 2021-12-31 | $205k | 1.3k | 158.55 |
More positions owned by Benchmark Financial Wealth Advisors
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