JPMorgan Chase & Co. shares owned by Bullock Wealth Management Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bullock Wealth Management Group
from 13F filings
Historical chart of Bullock Wealth Management Group investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Bullock Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Bullock Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $2.9M | 8.8k | 333.18 |
| 2026-03-31 | $2.2M | 7.5k | 295.40 |
| 2025-12-31 | $2.3M | 7.1k | 322.20 |
| 2025-09-30 | $2.2M | 7.0k | 310.69 |
| 2025-06-30 | $2.1M | 7.1k | 290.43 |
| 2025-03-31 | $1.8M | 7.2k | 243.65 |
| 2024-12-31 | $1.9M | 8.1k | 239.71 |
| 2024-09-30 | $1.8M | 8.8k | 207.05 |
| 2024-06-30 | $1.8M | 8.7k | 205.45 |
| 2024-03-31 | $1.8M | 8.9k | 198.94 |
| 2023-12-31 | $1.5M | 9.0k | 170.10 |
| 2023-09-30 | $1.3M | 8.7k | 143.77 |
| 2023-06-30 | $1.3M | 8.6k | 146.60 |
| 2023-03-31 | $1.1M | 8.3k | 130.15 |
More positions owned by Bullock Wealth Management Group
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