JPMorgan Chase & Co. shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 13k | 315.44 |
| 2025-06-30 | $3.6M | 13k | 289.92 |
| 2025-03-31 | $4.3M | 18k | 245.30 |
| 2024-12-31 | $2.1M | 8.6k | 239.71 |
More positions owned by Bernard Wealth Management Corp.
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