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JPMorgan Chase & Co. shares owned by Brown Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Brown Wealth Management from 13F filings

Historical chart of Brown Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Brown Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $938k 3.0k 315.43
2025-06-30 $814k 2.8k 289.91
2025-03-31 $579k 2.4k 245.30
2024-12-31 $553k 2.3k 239.71
2024-09-30 $533k 2.5k 210.86
2024-06-30 $534k 2.6k 202.26
2024-03-31 $527k 2.6k 200.30
2023-12-31 $447k 2.6k 170.10
2023-09-30 $386k 2.7k 145.02
2023-06-30 $509k 3.5k 145.44