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JPMorgan Chase & Co. shares owned by BFC Planning

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 50k 327.33
2026-03-31 $15M 50k 294.16
2025-12-31 $16M 49k 322.22
2025-09-30 $6.2M 20k 315.43
2025-06-30 $5.5M 19k 289.92
2025-03-31 $4.5M 19k 245.28
2024-12-31 $4.4M 18k 239.72