JPMorgan Chase & Co. shares owned by Beta Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 689 | 315.61 |
| 2025-06-30 | $201k | 692 | 289.74 |
| 2025-03-31 | $226k | 919 | 245.42 |
| 2024-12-31 | $220k | 918 | 239.63 |
| 2023-03-31 | $3.6M | 27k | 130.31 |
| 2022-09-30 | $282k | 2.7k | 104.44 |
| 2013-12-31 | $200k | 3.4k | 58.46 |