JPMorgan Chase & Co. shares owned by Bridgewealth Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bridgewealth Advisory Group
from 13F filings
Historical chart of Bridgewealth Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Bridgewealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 5.9k | 315.41 |
| 2025-06-30 | $1.7M | 5.9k | 289.91 |
| 2024-12-31 | $1.5M | 5.6k | 276.33 |
| 2024-09-30 | $1.1M | 5.0k | 210.84 |
| 2024-06-30 | $749k | 3.7k | 202.29 |
| 2024-03-31 | $739k | 3.7k | 200.32 |
| 2023-12-31 | $697k | 4.1k | 170.09 |
| 2023-09-30 | $614k | 4.2k | 145.01 |
| 2023-06-30 | $615k | 4.2k | 145.45 |
| 2023-03-31 | $577k | 4.4k | 130.32 |
| 2022-12-31 | $593k | 4.4k | 134.09 |
More positions owned by Bridgewealth Advisory Group
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