JPMorgan Chase & Co. shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 51k | 315.43 |
| 2025-06-30 | $16M | 54k | 289.93 |
| 2025-03-31 | $13M | 54k | 245.30 |
| 2024-12-31 | $13M | 54k | 239.71 |
| 2024-09-30 | $9.7M | 46k | 210.86 |
| 2024-03-31 | $9.2M | 46k | 200.32 |
| 2023-12-31 | $7.7M | 45k | 170.08 |
| 2023-09-30 | $6.1M | 42k | 145.02 |
| 2023-06-30 | $9.2M | 59k | 156.02 |
| 2023-03-31 | $5.0M | 38k | 130.31 |
| 2022-12-31 | $3.1M | 24k | 134.10 |
More positions owned by Beverly Hills Private Wealth
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