JPMorgan Chase & Co. shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 18k | 307.08 |
| 2025-06-30 | $5.1M | 18k | 291.83 |
| 2025-03-31 | $2.8M | 12k | 243.07 |
| 2024-12-31 | $3.2M | 12k | 276.60 |
| 2024-09-30 | $2.5M | 12k | 211.34 |
| 2024-06-30 | $2.4M | 12k | 205.46 |
| 2024-03-31 | $2.3M | 12k | 191.87 |
| 2023-12-31 | $2.0M | 12k | 172.20 |
| 2023-09-30 | $1.6M | 11k | 145.41 |
| 2023-06-30 | $1.6M | 11k | 144.64 |
| 2023-03-31 | $1.6M | 12k | 136.36 |
| 2022-12-31 | $1.7M | 12k | 140.01 |
| 2022-09-30 | $1.2M | 11k | 101.95 |
| 2022-06-30 | $1.3M | 11k | 114.69 |
| 2022-03-31 | $753k | 5.7k | 131.21 |
| 2021-12-31 | $896k | 6.2k | 145.12 |
| 2021-09-30 | $1.0M | 6.2k | 169.12 |
| 2021-06-30 | $980k | 6.2k | 159.27 |
| 2021-03-31 | $917k | 6.2k | 147.31 |
| 2020-12-31 | $806k | 6.0k | 133.75 |
| 2020-09-30 | $246k | 2.5k | 99.51 |
| 2019-06-30 | $201k | 1.8k | 110.87 |
| 2018-09-30 | $346k | 3.2k | 109.60 |
More positions owned by Castle Rock Wealth Management
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