JPMorgan Chase & Co. shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 3.4k | 315.43 |
| 2025-06-30 | $1.0M | 3.5k | 289.91 |
| 2025-03-31 | $924k | 3.8k | 245.30 |
| 2024-12-31 | $903k | 3.8k | 239.71 |
| 2024-09-30 | $795k | 3.8k | 210.86 |
| 2024-06-30 | $877k | 4.3k | 202.26 |
| 2023-12-31 | $639k | 3.8k | 170.10 |
| 2023-09-30 | $528k | 3.6k | 145.02 |
| 2023-06-30 | $535k | 3.7k | 145.44 |
| 2023-03-31 | $383k | 2.9k | 130.31 |
| 2022-12-31 | $389k | 2.9k | 134.10 |
| 2022-09-30 | $299k | 2.9k | 104.33 |
| 2022-03-31 | $219k | 1.6k | 136.02 |
| 2021-12-31 | $1.8M | 11k | 158.39 |
| 2021-09-30 | $264k | 1.6k | 163.98 |
| 2021-06-30 | $251k | 1.6k | 155.90 |
| 2021-03-31 | $203k | 1.3k | 156.15 |