JPMorgan Chase & Co. shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 747 | 315.33 |
| 2025-06-30 | $208k | 719 | 289.29 |
| 2025-03-31 | $172k | 704 | 244.32 |
| 2024-12-31 | $168k | 704 | 238.64 |
| 2024-09-30 | $42k | 199 | 211.06 |
| 2024-06-30 | $40k | 199 | 201.01 |
| 2024-03-31 | $41k | 200 | 205.00 |
| 2023-09-30 | $40k | 277 | 144.40 |