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JPMorgan Chase & Co. shares owned by Bennett Associates Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bennett Associates Wealth Management from 13F filings

Historical chart of Bennett Associates Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Bennett Associates Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $581k 1.8k 315.43
2025-06-30 $523k 1.8k 289.91
2025-03-31 $426k 1.7k 245.30
2024-12-31 $446k 1.9k 239.71
2024-09-30 $246k 1.2k 210.86
2024-06-30 $222k 1.1k 202.26