JPMorgan Chase & Co. shares owned by Castle Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 7.8k | 315.43 |
| 2025-06-30 | $2.4M | 8.4k | 289.93 |
| 2025-03-31 | $2.1M | 8.7k | 245.30 |
| 2024-12-31 | $2.0M | 8.4k | 239.70 |
| 2024-09-30 | $1.9M | 8.8k | 210.85 |
| 2024-06-30 | $1.6M | 7.8k | 202.26 |
| 2024-03-31 | $1.6M | 7.8k | 200.29 |
| 2023-12-31 | $1.6M | 9.6k | 170.11 |
| 2023-09-30 | $1.3M | 8.8k | 145.02 |
| 2023-06-30 | $1.2M | 7.9k | 145.44 |
| 2023-03-31 | $1.1M | 8.1k | 130.31 |
| 2022-12-31 | $1.1M | 8.4k | 134.09 |
| 2022-09-30 | $972k | 9.3k | 104.48 |
| 2022-06-30 | $962k | 8.5k | 112.58 |