JPMorgan Chase & Co. shares owned by BKM Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 18k | 315.43 |
| 2025-06-30 | $5.0M | 17k | 289.91 |
| 2025-03-31 | $4.2M | 17k | 245.30 |
| 2024-12-31 | $3.9M | 16k | 239.71 |
| 2024-09-30 | $3.2M | 15k | 210.86 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.9M | 15k | 200.30 |
| 2023-12-31 | $2.4M | 14k | 170.10 |