JPMorgan Chase & Co. shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.8k | 315.43 |
| 2025-06-30 | $1.1M | 3.6k | 289.91 |
| 2025-03-31 | $682k | 2.8k | 245.30 |
| 2024-12-31 | $622k | 2.6k | 239.71 |
| 2024-09-30 | $539k | 2.6k | 210.86 |
| 2024-06-30 | $596k | 2.9k | 202.27 |
| 2024-03-31 | $596k | 3.0k | 200.31 |
| 2023-12-31 | $502k | 3.0k | 170.11 |
| 2023-09-30 | $392k | 2.7k | 145.02 |
| 2023-06-30 | $377k | 2.6k | 145.44 |
| 2023-03-31 | $273k | 2.1k | 130.31 |
| 2022-12-31 | $281k | 2.1k | 134.10 |
| 2022-09-30 | $234k | 2.2k | 104.46 |
| 2022-06-30 | $252k | 2.2k | 112.50 |
| 2022-03-31 | $304k | 2.2k | 136.51 |
| 2021-12-31 | $353k | 2.2k | 158.51 |
| 2016-09-30 | $179k | 2.7k | 66.89 |
| 2016-06-30 | $150k | 2.4k | 62.47 |
| 2016-03-31 | $161k | 2.7k | 59.17 |
| 2015-12-31 | $131k | 2.0k | 66.13 |
| 2015-09-30 | $121k | 2.0k | 61.08 |
| 2015-06-30 | $134k | 2.0k | 67.64 |
| 2015-03-31 | $120k | 2.0k | 60.58 |
| 2014-12-31 | $123k | 2.0k | 62.09 |
| 2014-09-30 | $119k | 2.0k | 60.07 |
| 2014-06-30 | $114k | 2.0k | 57.55 |
| 2014-03-31 | $129k | 2.1k | 60.56 |
| 2013-12-31 | $125k | 2.1k | 58.69 |
More positions owned by Blue Bell Private Wealth Management
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