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
Download as csvQuarterly 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 |