JPMorgan Chase & Co. shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $770k | 2.4k | 315.38 |
| 2025-06-30 | $704k | 2.4k | 290.07 |
| 2025-03-31 | $577k | 2.4k | 245.22 |
| 2024-12-31 | $546k | 2.3k | 239.92 |
| 2024-09-30 | $505k | 2.3k | 224.44 |
| 2024-06-30 | $486k | 2.4k | 202.24 |
| 2024-03-31 | $521k | 2.6k | 200.32 |
| 2023-12-31 | $391k | 2.3k | 170.08 |
| 2023-09-30 | $326k | 2.2k | 145.05 |
| 2023-06-30 | $233k | 1.6k | 145.49 |
| 2023-03-31 | $212k | 1.6k | 130.34 |
| 2022-12-31 | $230k | 1.7k | 134.11 |
| 2022-09-30 | $227k | 1.9k | 122.17 |
| 2022-06-30 | $257k | 2.3k | 112.33 |
| 2022-03-31 | $216k | 1.4k | 158.01 |
| 2021-12-31 | $216k | 1.4k | 158.01 |
| 2020-12-31 | $2.1M | 16k | 127.05 |
| 2020-09-30 | $1.5M | 16k | 96.27 |
| 2020-06-30 | $1.3M | 14k | 94.00 |
| 2020-03-31 | $1.3M | 14k | 90.03 |
| 2019-12-31 | $1.8M | 13k | 139.34 |
| 2019-09-30 | $1.5M | 13k | 117.67 |
| 2019-06-30 | $1.5M | 14k | 111.78 |
| 2019-03-31 | $1.4M | 14k | 101.24 |
| 2018-12-31 | $1.3M | 13k | 97.64 |