JPMorgan Chase & Co. shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Bordeaux 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 Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.5M | 8.7k | 289.91 |
| 2025-03-31 | $2.2M | 8.8k | 245.30 |
| 2024-12-31 | $2.2M | 9.3k | 239.70 |
| 2024-09-30 | $1.9M | 9.1k | 210.86 |
| 2024-06-30 | $1.6M | 7.7k | 202.26 |
| 2024-03-31 | $1.5M | 7.4k | 200.30 |
| 2023-12-31 | $1.3M | 7.6k | 170.11 |
| 2023-09-30 | $955k | 6.6k | 145.02 |
| 2023-06-30 | $963k | 6.6k | 145.44 |
| 2023-03-31 | $845k | 6.5k | 130.31 |
| 2022-12-31 | $843k | 6.3k | 134.10 |
| 2022-09-30 | $648k | 6.2k | 104.52 |
| 2022-06-30 | $693k | 6.2k | 112.63 |
| 2022-03-31 | $876k | 6.4k | 136.26 |
| 2021-12-31 | $891k | 5.6k | 158.32 |
| 2021-09-30 | $675k | 4.1k | 163.64 |
| 2021-06-30 | $571k | 3.7k | 155.67 |
| 2021-03-31 | $490k | 3.2k | 152.27 |
| 2020-12-31 | $411k | 3.2k | 127.17 |