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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

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Quarterly 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