JPMorgan Chase & Co. shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $461k | 1.5k | 315.43 |
| 2025-06-30 | $279k | 963 | 289.91 |
| 2022-12-31 | $266k | 2.0k | 134.10 |
| 2022-09-30 | $3.2M | 31k | 104.51 |
| 2022-06-30 | $3.5M | 31k | 112.61 |
| 2022-03-31 | $4.2M | 31k | 136.31 |
| 2021-12-31 | $5.3M | 34k | 158.36 |
| 2021-09-30 | $5.5M | 33k | 163.69 |
| 2021-06-30 | $5.2M | 34k | 155.54 |
| 2021-03-31 | $5.1M | 34k | 152.23 |
| 2020-12-31 | $4.3M | 34k | 127.08 |
| 2020-09-30 | $3.2M | 34k | 96.26 |
| 2020-06-30 | $3.7M | 40k | 94.07 |
| 2020-03-31 | $367k | 4.1k | 90.11 |
| 2019-12-31 | $539k | 3.9k | 139.42 |